Pearwood Financial Planning are not new to SJP; together our team have over 35 years of experience.

We look after clients of all ages and professions; what links then is a desire to put themselves and their loved ones in the best possible financial position.

Everyone is different and therefore so is their financial plan. When we first meet the aim is to establish your current position and where you want to be in the future. Together, we map out a route to get there. It might involve insurance, investments, pensions, tax planning or a combination of all of these. We understand that things change along the way which is why we catch up formally every year but are always available in between these meetings.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested.