Anne Pearson Financial Planning

General information

What do you look for in a Financial Adviser?Well for most of our clients Trust would be high on the list, when you think about it most people don't even like talking about their finances. If you are going to put your financial security in the hands of someone else it really does have to be someone you trust. Another thing that is always important is clear simple language, no-one likes to be baffled with jargon do they? Listening and understanding are also skills required in a financial adviser, people usually want to work to their agenda and not someone else's.

At Anne Pearson Financial Planning our business has been built on trust. Some of our clients have used the same adviser for over 15 years and have recommended family and friends during that time, who in turn have recommended their family and friends. We like to really get to know our clients and find out what is important to them. We hate jargon and always explain things in a clear and concise way. There are no second hand car salesmen working at Anne Pearson Financial Planning, we always do what is best for our clients, not our bank balances.