Jamie Pearson

My degree was in Materials Science from the University of Birmingham and I went on to complete a Masters. Even at that age, I realised that I had a love for analysis and research. Those traits have proved so useful over the sixteen years that I have been advising clients. I thrive on building an amazing relationship with my clients. There is so much information and knowledge that we can share and that’s something I love about my job and the industry. I take that data and translate it into understandable bite size chunks of information for the client. This gives power to the clients to help them make the optimum choices to give them the best chance of meeting the goals they set. The most rewarding part is seeing your work impact so positively on the lives of others. From helping entrepreneurs and small business owners with structuring and long term efficiency, to managing business risk; from helping clients to be more tax efficient when structuring their investments to encouraging them to invest wisely when it comes to pensions; from consolidating assets, to changing assets and leaving assets well-alone, I work with clients on a daily basis to provide long term benefit and security. For me it’s a real passion - not just a job. I wear my heart on my sleeve and, genuinely, always want the best thing for clients. I strive my very best to earn the trust and respect of all those who place their trust in me. I will be with you every step of this journey. Outside of work, I enjoy exercise and keeping in shape. Once a semi-professional rugby player, more recently I've enjoyed running. I started with a few marathons before I completed a triathlon and an Ironman. Oh, and I adore scuba diving - but not in the UK! My personal values drive all that I do. I have a young family and live in Surrey. Fundamentally, all relationships matter to me. This isn't 'just a job' – it is very personal for you and it is very personal for me too.