Pearson Financial Wellbeing is delighted to welcome Katie Pearson as the newest addition to the team. Joining in January 2025 as Practice Manager, Katie will oversee the day-to-day operations of the practice, bringing efficiency and a seamless client experience. They are a member of our Business Directory.
With a background as a primary school teacher, Katie has many transferable skills, including attention to detail, organisation, and communication. Her role will involve managing office operations, supporting both colleagues and clients, and ensuring that business processes and client service standards are consistently met.
Pearson Financial Wellbeing, based in Denby Dale, Huddersfield, is committed to providing personalised financial services, empowering clients to achieve their goals with confidence. The firm offers expertise in Investment Planning, Retirement Planning, Protection Planning, Intergenerational Wealth Planning, and now Mortgage Advice.
