AN innovative and bespoke service combining business banking advice, law and extended financial planning services under one roof has been launched by Pearson Solicitors and Financial Advisers.
Former corporate banker David Meredith, from Saddleworth, has joined the team and brings with him over 39 years’ experience in banking and business.
Pearson Solicitors and Financial Advisers are already unique in the area, combining financial advisers with lawyers to offer clients a totally holistic service.
Now, with the addition of the former NatWest Commercial Director, the forward-thinking firm is enhancing their commercial offering even more.
With a portfolio of clients ranging from SMEs and family-run businesses to national household names, it is hoped the appointment will add to the firms continued growth and performance.
“Pearson are a strong team with ambitious growth plans and I’m delighted to join them and excited at the prospect of helping them to further develop the business,” said Dave.
“I think there’s a great opportunity for me to help both existing and new clients by improving our understanding of their commercial needs so we deliver the right advice and services at the right time.”
During his banking career Dave has liaised with businesses across all sectors between £2m and £50m turnover.
His invaluable experience helping SMEs achieve achieve their business and personal objectives, which will be at the heart of his work with Pearsons.
Similarly, his experience of change management, alternative finance solutions and business development will be an asset to the growing team of commercial lawyers.
He has experience of working with businesses across Saddleworth, Oldham and Ashton, as well as the wider North West area.
Keith Kennedy, Partner and Head of Pearson’s Corporate and Commercial Department, said: “Dave’s appointment enhances our innovative approach to providing practical legal solutions for our commercial clients.
“He will be able to draw on his vast experience to really understand our clients’ goals, challenges and priorities, which might involve gearing up for a sale, refinancing, or acquiring another business.
“Understanding those and other key issues will allow our team of commercial lawyers to deliver more effective, proactive advice which fits with the longer term strategy of each client.”
Dave is also involved in other local activities and interests, including as Governor and Treasurer at Oldham Hulme Grammar School, Trustee of Oldham Enterprise Trust and a member of the advisory board for Oldham Coliseum.
Visit Pearson Solicitors and Financial Advisers at 31 Queen Street, Oldham or call them on 0161 785 3500 or go online: www.pearsonlegal.co.uk