Member Article

Pearson Jones starts new era as 1825

Leeds-based Pearson Jones has become 1825, as the business acquired by Standard Life enters an exciting new chapter.

In February, Standard Life revealed it would build a wholly-owned, UK-wide, financial planning business, responding to fundamental changes that are driving unprecedented demand for advice. Pearson Jones, who announced they were to be acquired by Standard Life in February, will be the North East Hub for the business.

1825 references the year Standard Life was founded and invokes its heritage as one of the UK’s oldest financial services brands. Pearson Jones brings professional, qualified advice expertise and a modern approach. Together their goal is to build and maintain long-term relationships with clients by helping them to define their priorities and meet their needs.

As part of 1825, clients will continue to have access to a dedicated team including Financial Planners, Paraplanners, Tax and Trust services and a Client Support Team.

The 1825 team will help clients define their priorities and meet their needs through a comprehensive financial planning service including advice on protection, trusts, tax, wealth management and retirement planning as well as day-to-day cash and borrowing. 1825 offers a wide range of investment options, which invest in funds from leading asset managers from across the market, to meet a variety of client goals and risk profiles. These include portfolios specifically designed for 1825 with expert asset allocation and fund selection provided by award winning Standard Life Wealth and supported by Standard Life Investments.

Tim Johnson, Managing Director of 1825 North East, who was formerly Managing Director of Pearson Jones said: “Unprecedented changes in the market mean that more than ever, people need quality financial planning and advice from skilled professionals. By becoming part of 1825, our expertise is backed by a leading investments savings business with experience and longevity and we are more able to meet this growing need.”

Steve Murray, 1825 CEO, said: “Since Standard Life was founded in 1825, our business has changed over time to meet customers’ needs. Our brand has been a constant - a promise and expectation of quality for our clients and customers. Building on our 190 year heritage while signposting our new planning services, we’re introducing 1825 as the brand name of our financial planning business.”

This was posted in Bdaily's Members' News section by Mike Clarke .