Sylvie Pearson-King
DipPFS, CII (ER&MP), SOLLA
My vast experience and knowledge within financial services enables me to provide my clients with practical, holistic solutions to the financial issues that concern them most. I am committed to maintaining long-term relationships with my clients and providing them with a source of trusted and professional advice as their financial needs evolve over the years. Many of my clients have been with me for over 20 years.
About
I have over 25 years experience in the financial services industry, of which I have spent 15 years specialising in later life advice, more specifically, providing advice and solutions to clients who need to fund the costs of care. I was appointed by St. James's Place as an Adviser in July 2013 and an Associate Partner in November 2022, and am now building my own Partner Practice, Sylvie Financial Solutions. One of the main reasons that I joined St. James's Place was that I felt the approach to financial advice matched my own way of working. This is to form long-lasting relationships with my clients that are built on trust by offering a high quality, professional and personal service, and working with them to meet their changing requirements. I appreciate that financial planning often affects not only my clients but also their family and therefore, I aim to provide an intergenerational approach to providing advice.
Being based in Colchester, I have ease of access to my clients across Essex, Suffolk, Norfolk, Hertfordshire and London and am able to travel to meet with them or hold meetings at my office. Everyone’s circumstances are unique and therefore, a true understanding of an individual’s circumstances is important and this is why I take time at our face to face meetings to know my clients, fully appreciate their circumstances and provide a bespoke solution to meet their needs. I am a fully accredited member of the Society of Later Life Advisers as well as being an accredited Financial Education Specialist with St. James's Place.
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Promotions
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We have many years of experience in wealth management and we are dedicated to your financial well-being.
My team are dedicated to your financial well-being.Advice and services
We offer an excellent wealth management service which will help you achieve your goals
Testimonials
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More about St. James's Place
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.
SJP Approved 03/04/2024
The Partner 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.
