Louise Pearson - Financial Adviser

With 18 years financial services experience, I offer a client centric, professional and personable service. I am open and honest and provide real opinions and advice built on sound theory and a detailed understanding of your personal and financial goals. I have very strong principles around transparency of cost of advice and my charges are excellent value for the level of experience, knowledge and expertise I have. My ethos is to build long standing client relationships through service and bespoke financial planning.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning while offering exclusive opportunities.

Plus, through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

Areas Served

  • North England
  • North East England
  • North West England

Louise Pearson - Financial Adviser

Louise Pearson - Financial Adviser

With 18 years financial services experience, I offer a client centric, professional and personable service. I am open and honest and provide real opinions and advice built on sound theory and a detailed understanding of your personal and financial goals. I have very strong principles around transparency of cost of advice and my charges are excellent value for the level of experience, knowledge and expertise I have. My ethos is to build long standing client relationships through service and bespoke financial planning.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning while offering exclusive opportunities.

Plus, through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

Areas Served

  • North England
  • North East England
  • North West England

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.

My clients say...

Louise Pearson - Financial Adviser

"I have known Louise for 14 years in a professional and personal capacity. During this time I have had the pleasure of working alongside her and she has always worked with the utmost integrity and dedication throughout this time. Louise values her customers and takes pride in ensuring that everything is straight forward to understand in even the most complex of situations. I have also had the pleasure of dealing with Louise for my own financial planning needs and I can always rely on her to be honest, direct and to give a balanced opinion. She has visited my home on several occasions, she always seems to visit when I have cooked spaghetti and meatballs!!! I would recommend Louise to family and friends that are looking for someone to deal with as she is truly inspirational. Nothing is too much hassle and she always delivers on her promises. "

My clients say...

Louise Pearson - Financial Adviser

"We have always found Louise's professional advise to be very sound and suitable for our requirements. We trust Louise's advise implicitly and have had no reason to question her judgement on our finances. I can assure all investors dealing with Louise that her judgements are always made with her clients interest upper most in her advise. A very satisfied customer "

My clients say...

Louise Pearson - Financial Adviser

"We have known Louise many years now and always found her trustworthy and reliable in all aspects of advice. We are looking at taking early retirement and feel confident that the plans Louise have put in place will secure our retirement plans "

My clients say...

Louise Pearson - Financial Adviser

"Louise Pearson has only been taking care of me for a few months, but I don’t think I can say enough positive things about her. I only have a little bit to put away each month, but in spite of that Louise has made me feel like I am one of her most important customers. Louise has been there to assist me and has gone out of her way to check on me and make sure I was getting on with everything. I have never felt like a small customer. Louise has made me feel that my investment with her matters to her, and that has been wonderful. "

My clients say...

Louise Pearson - Financial Adviser

"I have known Louise for about three years, it goes without saying that she is a professional, knowledgeable and tailors advice to individual requirements, but what I like most is her work ethic - I feel like a family member - no jargon and hype, just straight talking, understandable advice. "

My clients say...

Louise Pearson - Financial Adviser

"I first met Louise a few years ago when she was providing cover for my high street bank financial advisor. It was like a breath of fresh air in that she quickly got to grips with my financial affairs and saw that I found them cumbersome and not easy to understand. Louise explains things clearly and simply and her years of experience means she has a wealth of knowledge. One of my gripes was that my bank changed my advisor on a regular basis, so you were never able to build an understanding and seemed to have to go over the same things every year, I felt like it was just a tick box exercise. I made the decision to move my portfolio to True Potential and am very happy with the online system (no more huge bulky reports) and the way Louise has simplified my affairs. "

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