Company Information

Get to know Pearson Financial Wellbeing

Founded by Roger Pearson, Pearson Financial Wellbeing Ltd is a firm of Chartered Financial Planners dedicated to helping clients achieve their financial and life goals. The company provides a broad range of independent financial advice, including retirement planning, investment strategies, estate planning, and family protection. They focus on building long-term, trust-based relationships with their clients, aiming to deliver clear and understandable financial plans to enhance their clients' overall financial wellbeing. The company operates as an Appointed Representative of ValidPath Ltd, which is authorised and regulated by the Financial Conduct Authority.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Pearson Financial Wellbeing

United Kingdom

Founded in

2007 (19 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.