Specialist Financial Advice for PSA
Philip Pearson, with a long standing and professional relationship with the Police Superintendents’ Association, has recently merged his family company Pearson Financial Management with that of Willson Grange Limited, enabling him to continue and to focus solely on providing trusted and bespoke advice and tailored pre-retirement seminars for the police Superintendents’ Association.
He specialises in retirement planning, investment planning, Inheritance Tax planning and protection but with the security and backing of a FTSE 100 company, St. James’s Place Wealth Management.
“A relaxed, no pressure environment with active questions and answers. Phil presented a powerful overview of key issues for me including investment planning, risk, term, security and a great piece on money management. I strongly advise your attendance.”
Working with Philip as a consultant and assisting with pre-retirement seminars is former Chief Superintendent and National Secretary of the PSA, Tim Jackson. Whilst a National Officer of the PSA, Tim led for the Association on the reforms to police pensions, and the development of transitional arrangements, following Lord Hutton’s review of public sector pension schemes and the subsequent decision by government to end existing final salary pension schemes and move to new schemes based on career average re-valued earnings.
Since retiring from policing, Tim now acts as a consultant to Willson Grange working alongside Philip using his vast knowledge of police pension schemes and taxation matters to support him delivering pre-retirement seminars to members.
Our pre-retirement seminars cover a wide range of topics including;
“Opened my eyes to the importance of ‘tax advice’ in the finance world! The integrity of the advice was invaluable. Highly recommended.”
Seminar dates for 2019 are as follows;
Thursday, 21st March at Macdonald Portal Hotel, Tarporley, Cheshire
Wednesday, 15th May at The Victory Services Club, Marble Arch, London
Thursday, 20th June at Macdonald Portal Hotel, Tarporley, Cheshire
Thursday, 19th September 2019 at Macdonald Portal Hotel, Tarporley, Cheshire
Thursday, 14th November 2019 at The Victory Services Club, Marble Arch, London
Additional dates will be added throughout the year in other locations.
If you would be interested in attending one of our Pre-Retirement Seminars please contact the event planner Samantha Pearson on firstname.lastname@example.org for more information.
Please note that partners, husbands and wives are welcome, and encouraged, to attend these seminars.
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.
*Wills involve a service which is separate and distinct to those offered by St. James’s Place.
The Partner Practice represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website. – The ‘St. James’s Place Partnership’ and the title ‘Partner’ are marketing term used to describe St. James’s Place representatives.