Perry Pearce London office
Perry Pearce

Perry Pearce

Associate Wealth Planner

London

+44 (0)20 7597 1234

About me

I help clients and their families achieve their financial dreams by building financial plans to help them structure their wealth in the most tax efficient manner to prepare them for their journey. I also assist in the management of investment portfolios on behalf of clients ensuring that each portfolio is tailored to meet their specific needs and objectives. My core strengths fall within Retirement, Succession and Inheritance Tax Planning.

Background/Experience

With 6 years’ industry experience, most of my career has been spent helping self-employed individuals and business owners via complex tax planning and investment strategies, focussed mainly around succession planning and the transition of business assets into personal wealth. I currently hold the Diploma in Financial Planning with the aspiration of becoming a Chartered Financial Planner in the near future.

My interests

I try to be as active as I can and enjoy playing cricket in the summer months. Outside of sport, I enjoy spending time with my family, friends and visiting new places.

My areas of expertise

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Get in touch

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

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Waves crashing into land

I take great pride in helping clients build plans for their future, allowing them focus on everything else that each day brings.

Perry Pearce