Perry Pearce

I specialise in managing multi-asset portfolios and the delivery of Financial Advice as part of our Wealth Planning service.

My clients are typically individuals and business owners looking to invest excess savings, plan for their retirement, or undertake estate planning to mitigate Inheritance Tax. I also work with trustees, accountants, and private client solicitors to provide investment solutions for particular specialist client needs.

When providing investment recommendations I work closely alongside Rathbones' specialist in-house research team of financial analysts to deliver a tailored service for my clients. One of Rathbones' greatest strengths is our ability to combine such high-quality research in portfolio construction, alongside a bespoke planning approach to integrate your personal goals or values.