An Associate Partner Practice of St. James's Place Wealth Management

Karen Pearce Wealth Management

Karen Pearce

DipPFS
My philosophy throughout my career has always to put the client firmly at the heart of everything I do. To listen and gain an in-depth understanding of their specific requirements or aspirations, which enables me to present them with the very best tailored, relevant solutions. I seek to empower my clients to be able to make informed decisions, but safe in the knowledge I’m there for the long term to ensure we adapt along with their changing lives and circumstances – whether they’re looking to make, save, grow or protect their wealth.

About

Based in Wendover, Buckinghamshire, I offer tailored wealth management advice to clients based in London and across the Home Counties.

Prior to joining the financial services industry, I spent two decades working within the Media and Advertising sector, both on the agency and sales side. I established many key long-term working relationships with individuals, agencies and marketeers within this sector due, in part, to the insight and understanding that I have for their specific requirements – both from a personal and a corporate perspective.

I place an emphasis on my personal development, to ensure my industry knowledge remains current and relevant. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able to offer a rounded, professional and principled service.

The majority of my spare time is spent with my young family, enjoying the great outdoors of the Chilterns on our doorstep. I play an active community role on the Wendover Parish Council, and frequently offer my services at my girls’ respective school PTAs. I also actively participate to raise funds for the St. James's Place Charitable Foundation – which last year raised 10million towards supporting grass roots children’ charities.

Karen Pearce Wealth Management was established in 2018, when its principal Karen Pearce was invited to join St. James's Place Wealth Management.

Throughout her career, Karen has focused on establishing strong, long-standing relationships with her clients. Always seeking to provide tailored solutions based on each client’s individual aspirations and needs, for both the immediate and distant future. This ongoing face to face advice builds rapport, trust and mutual respect which enables Karen to gain a thorough understanding and helps her clients.
Karen Pearce

30 Lombard Street, London, EC1V 9BQ

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We'll help you find the right investments so you can achieve your financial goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgage broking and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
Planning for the tax year-end
Whether it’s planning your investments or your legacy, now is the time to act before the tax year-end deadline on 5 April.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner Practice 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Karen Pearce
Karen Pearce Wealth Management
07979 231984