Jamie Pearson
Financial Advisor
Profile Summary
I am a financial adviser with a strong analytical background, holding a degree and Master’s in Materials Science from the University of Birmingham. My passion for research and data analysis underpins a clear, structured approach to financial advice. I specialise in building long-term relationships with clients, translating complex financial information into clear, practical guidance that empowers confident decision-making. I work with entrepreneurs, business owners, and families to create efficient structures, manage risk, and support long-term financial security through thoughtful investment and pension planning. Driven by strong personal values, I genuinely care about achieving the best outcomes for my clients. Financial advice is not just my profession — it is personal, and I approach every relationship with trust, commitment, and integrity.
Investment & Financial Services Offered
Investments and Savings
I help you make the most of your savings by creating tailored investment strategies designed to support your goals and attitude to risk. Investment solutions may include a range of options such as equities, funds, and bonds.
Pensions
I provide guidance to help you plan for a comfortable retirement, whether you are starting a pension, reviewing existing arrangements, or understanding how much you should be contributing.
Retirement Income (Annuities and Drawdown)
I help you understand and compare retirement income options, including annuities and drawdown, so you can choose the most suitable approach for your circumstances and long-term plans.
Inheritance Planning
I support you in planning how your wealth is passed on, helping you understand potential tax implications and advising on managing or accessing an inheritance you have received.
Insurance and Protection
I advise on appropriate levels of life insurance, critical illness cover, and income protection to help safeguard you and your family against unexpected events.
Who Jamie Pearson Works With
I work with individuals, families, and professionals who want clear, practical financial advice and long-term support with their financial planning. My clients include those who are: Saving and investing for the future Building and reviewing pension plans Planning for retirement or transitioning into retirement Reviewing existing financial arrangements Managing or planning an inheritance Looking to protect their income, family, and lifestyle I support clients at different stages of life, offering tailored advice that reflects their personal goals, values, and changing circumstances.
Investment Philosophy & Approach
My investment philosophy is built on clarity, discipline, and long-term thinking. I believe successful investing begins with a thorough understanding of each client’s goals, time horizon, and attitude to risk, ensuring every investment decision is appropriate and purposeful. Rather than chasing short-term market trends, I focus on creating diversified investment strategies designed to deliver sustainable outcomes over the long term. Portfolios may include a mix of assets such as equities, funds, and bonds, structured to balance risk and opportunity in line with your objectives. I place great importance on suitability and ongoing review. As markets change and life evolves, investment strategies are regularly assessed and adjusted where necessary to ensure they remain aligned with your circumstances. My role is to provide clear guidance, structure, and reassurance — helping clients stay focused on their long-term goals, make informed decisions, and invest with confidence, even during periods of market uncertainty.
Fees & Charging Structure
My fees are transparent and agreed with you in advance, so you always understand the cost of advice and the value you receive. Fees may be charged in one or more of the following ways, depending on the type of advice and services provided: Initial advice fee – A one-off fee for researching, recommending, and implementing financial advice tailored to your needs. Ongoing advice fee – An agreed ongoing fee for continued advice, regular reviews, and ongoing support to ensure your plans remain on track. Investment-related fees – Where applicable, fees may be based on a percentage of funds under advice or a fixed amount, clearly explained before any work begins. All fees are discussed and confirmed before any advice is provided, and you will receive full disclosure in writing.
Areas Served
United Kingdom, nationwide
Frequently Asked Questions
Who do you work with?
I work with individuals, families, professionals, and business owners who want clear, structured financial advice and long-term support in managing their finances.
What types of financial advice do you provide?
I provide advice on investments and savings, pension planning, retirement income options (including annuities and drawdown), inheritance planning, and insurance and protection.
Do I need a minimum level of assets to work with you?
This depends on the type of advice you are seeking. An initial discussion will help determine whether my services are suitable for your needs.
How do you approach investment advice?
My approach is long-term and disciplined. I focus on understanding your goals and attitude to risk, creating diversified investment strategies designed to remain suitable as your circumstances and markets change.
Can you help me plan for retirement?
Yes. I help clients plan for retirement by advising on pensions, contribution levels, and retirement income options to support a comfortable and sustainable retirement.
What is the difference between annuities and drawdown?
Annuities provide a guaranteed income for life or a fixed period, while drawdown allows you to keep your pension invested and take income flexibly. I help clients understand the benefits and risks of each option before making a decision.
Do you advise on inheritance planning?
Yes. I help clients plan how their wealth is passed on, understand potential tax implications, and manage or access an inheritance they have received.
Do you provide insurance and protection advice?
Yes. I advise on appropriate levels of life insurance, critical illness cover, and income protection to help protect you and your family against unforeseen events.