Our advisers
Our advisers have been successfully advising individuals and companies on financial matters for over 15 years and are fully qualified in the provision of financial services. The partners’ advice features regularly in the financial pages of the national press, including the Daily Telegraph, The Times, The Independent, The Lady, Your Money, What Investment and Moneywise.
PHILIP PEARSON - Dip. PFS AFPC
Philip is a very experienced Independent Financial Adviser with a career to date spanning some 19 years. Philip’s particular skills lie within the construction of investment portfolios for private clients, and his expertise has been recognised by being awarded the Advanced Financial Planning Certificate. His other professional qualifications include the Chartered Insurance Institute's Advance Papers for Trusts and Taxation, Personal Investment Planning, Portfolio Investment Management and Pension Planning.
KEVIN PATTINSON - Cert. PFS
Kevin became an Independent Financial Adviser after several years with the Prudential where he specialised in investment and taxation. Kevin’s particular specialisms are in the corporate sector, advising small businesses on financial matters relating to owners, directors, partners, management and staff. His professional qualifications include the recognised Financial Planning Certificate, and Kevin is also currently studying for the Advanced Financial Planning Certificate in Investment Management and Pension Options.
