Pearce Wealth has changed,

We now focus solely on creating risk management tools that look beneath the surface of complex financial products.

If a financial adviser can’t see the layers of risk, how can their clients be informed?

What We Do

We have developed a variety of digital and analogue tools to analyse thousands of unlisted companies that are linked tax efficient investments and their providers. We then license those tools or the information they provide.

Risk Management

We look at the layers of risk underlying an investment. These may be both structural and legal.

Digital analysis

We use a variety of digital and analogue techniques to monitor thousands of unlisted companies.

We search through hundreds of products to find complementary solutions that match risk appetite.

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Tax Efficient Investments

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Structured products

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Other complex investments

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Do you have any question?
Feel free to contact us anytime.

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  • Mollis aliquam ut porttitor
  • Options to choose list design
  • Beautiful interaction transitions
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  • Options to choose list design
  • Beautiful interaction transitions

Some Insight

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8000

Lines of code

4500

Unlisted companies covered

250

Products

1

Days since last check

What people say about us

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Director, IFA Practice

This is an exceptional piece of work for which I am most grateful. I want to be brutally honest here and say that this shows that I don’t have sufficient understanding of counterparty risk & I would summon a guess that a fair few other advisers would be the same.

Network Director

Just wanted to thank you for your excellent piece of work.  It is brilliant.  Reads well.  Balanced.  Proportionate.  And I thought you did a really good job nailing the nature of the risk.’  

Top 5 product provider

‘With regard to the corporate filings, the Finance team actually asked whether you might be willing to share the anomalies your algorithm smoked out so that they can amend or correct where appropriate’

Let’s Build Something Together

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