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Pearwood Financial Planning

Pearwood Financial Planning

Financial ServicesFlag of GBDoncaster, England, United Kingdom1-10 Employees

Company overview

HeadquartersDoncaster, England, United Kingdom
Website
NAICS52
Keywords
Retirement Planning, Financial Planning, Protection, Investment Planning, Company Directors
Founded2024
Employees1-10

Key Contact at Pearwood Financial Planning

Flag of GB

Sophie Lackie

Chartered Financial Planner And Director

About Pearwood Financial Planning

Our focus is to develop trusted, long-term relationships with clients. We don’t do off the shelf solutions and we don’t like financial jargon; we like to simplify the complicated and give you the peace of mind that we are here for you, whatever twists and turns life throws you. Pearwood Financial Planning are not new to SJP; together our team have over 35 years of experience. We look after clients of all ages and professions; what links them is a desire to put themselves and their loved ones in the best possible financial position. Pearwood Financial Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority. Pearwood Financial Planning is a trading name of Pearwood Financial Planning Limited. SJP approved xx/xx/xxxx

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Pearwood Financial Planning revenue & valuation

Annual revenue$513,330
Revenue per employee$86,000
Estimated valuation?$1,700,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Manager
Director
Entry

Employees by Department

Pearwood Financial Planning has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

Pearwood Financial Planning has never raised funding before.

Frequently asked questions

Pearwood Financial Planning is located in Doncaster, England, GB.
Pearwood Financial Planning was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.
Pearwood Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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