The company was formed in 2015 with a vision of offering high quality advice and ongoing planning strategies for clients at a competitive cost.

Jonathan Lee

Jonathan trained with Grant Thornton and spent six years with the firm before moving to Pearson Jones Independent Financial Advisors in 2001. After qualifying as a full member of STEP (Society of Trust and Estate Practitioners) he was quickly promoted to the Head of the Tax & Trust Department where he was responsible for around £200m of Trust Funds.
Following the sale of the business to Standard Life he left to establish his own business.

Robin Lee

Robin is a chartered accountant and full STEP member who works as a consultant to the business. He was previously Deputy National Managing Partner with PKF (now Deloitte) and Chairman of Pearson Jones.
He has over fifty years tax and trust experience.

Jenny Hutton

Jenny works alongside Jonathan and Robin as Operations and Office Manager. Formerly a senior lecturer and course leader at Sheffield Hallam University, Jenny started with the business in 2023 and already has gained vast knowledge of our clients and their affairs.

Other Staff

The business employs three further staff who assist with client administration and preparatory work.