Nick Pike planner profile

Bachelor of Science (BSc)

CERTIFIED FINANCIAL PLANNERCM professional

Diploma in Financial Planning/Advanced Financial Planning Certificate

Investment Portfolio Managament (G70)

Certificate in Financial Planning and Long Term Care

We work with a limited number of clients so that we can devote our time and expertise to each of their situations and deliver a high level of service.

Our ideal client is anyone who requires an initial and long-term commitment to proper advice at a fair price.

A typical client meets the above description. 

Our work falls into three phases. 

Firstly, discussions to agree a general plan of campaign and a detailed report to document the plan.  Our basis for charge is the time-spent.  To provide comfort we always offer a cap on this bill.  There is no charge if nothing proceeds after our first meeting, however at that time we will be able to judge the maximum initial fee and hence an appropriate fee cap.

The second phase is the implementation of the plan, for which there is no charge.

The final phase is the ongoing review service, typically handled on a fee basis related to the value of the portfolio at a rate of 1% per annum. 

Pearson Jones is a financial planning firm providing impartial, fee-based holistic financial planning advice of the highest professional standard to private individuals, trusts and pension schemes. We operate from four offices in Yorkshire and the North East.  However clients are based all over the UK and beyond.

Pearson Jones were “IFA Team of the Year 2009/10” in the Society of Trust and Estate Practitioners (STEP) Private Client Awards.

Nick Pike has eleven years experience in the UK financial services industry, initially with PricewaterhouseCoopers where he spent two years before joining Pearson Jones where he now heads the Investment Funds Research and Analysis Team.

Nick expects to add Chartered Financial Planner to his list of qualifications before the end of 2010, thus joining the elite number (approximately 200) of IFAs with both Certified Financial Planner and Chartered Financial Planner status.