Who we are

Welcome to Baxter Pearse Financial Consultants Limited, a financial planning company dealing with personal and corporate clients. We concentrate on your particular circumstances, goals and family security. Once we have established these, we will then provide you with our thoughts and recommendations.
Look further at our site and discover more about our honest and open approach to personal and corporate financial planning. 


Why choose Baxter Pearse Limited?

Our objective is building long term relationships with our clients. The trust we have built up and level of service provided means our clients tend to become lifelong clients. Many new clients come from referrals from friends and family, which is a testimony to the service we provide.

As Independent Financial Advisers we have no ties to any particular investment, pension or protection providers and we place our client’s business with the provider that best reflects their personal circumstances and attitude to risk.

We will provide a free initial consultation to new potential clients’ during which we will discuss your requirements and goals and take you through our compliance procedures and our costs and how our fees are paid.

We believe our initial fees and our ongoing fees are competitive and will be fully explained to you, so no hidden costs.

Full details of our initial and ongoing fees can be obtained from our Client Agreement using the link provided.

 


A team you can trust

BX1.jpg

John Wilson, Director

John has over 25 years’ experience working in the Independent Financial Adviser sector, providing advice to clients on most financial topics. He has many years of experience dealing mainly within the Pension Transfer market and Retirement and assisting clients who  are looking to retire to achieve their goals in Retirement.

BX2.jpg

Lucy Crowder, Office Manager

Lucy has worked in Financial Services since 2010 providing administrative assistance and gaining valuable experience dealing predominantly with Personal Clients.