The roots for Perspective (North East) Ltd were set over three and a half decades ago in 1985 when Mitch Wilkinson established Wilkinson Hatton, an early supporter of fee-based financial advice in the UK.
Mitch’s firm merged with Rutherford Financial Management in 2002 creating “Rutherford Wilkinson” a name that stayed with us until May 2018 and the roll-out of the Perspective rebrand. The primary motivation for the merger was to create a business with the strength and sufficient capacity to create teams of financial planners who specialise in their chosen discipline and therefore offer a more in-depth, knowledgeable and bespoke financial planning service to its clients.
We recognised then, as we continue to now, that areas of advice, such as pensions, have become far more complex over recent years, following developments in legislation, and believe that advice at the highest level cannot be provided by the typical “general practitioner” financial planner. The joining of forces in 2008 with the other companies making up Perspective Financial Group Ltd further enhanced our ability to achieve this.
In January 2021, we were delighted to welcome the Atkinson White Partnership, a firm founded Simon Atkinson and Neil White in Darlington in 2007, to join Perspective (North East) Ltd. With their excellent reputation and strong client base advising individuals and companies across County Durham, Teesside and the wider northern counties, this has further strengthened our presence in the region.
Today, we are one of the largest and most successful Chartered financial planning firms in the North East, boasting many household name companies and high-profile individuals as clients. We have over 70 staff based in our Newcastle upon Tyne and Darlington offices including 22 highly qualified financial planners.
Although committed to the North East in terms of our own location, our clients are dotted across the country, demonstrating our commitment to offer an exceptional service and their willingness to look beyond their normal boundaries to get the very best financial planning advice.
Confidentiality, integrity and accessibility are keystones upon which our service is built. While markets, taxes and financial rules can appear complicated, it just takes the expertise of someone who knows such subjects inside out to explain this to you. Offering straightforward advice delivered with integrity and keeping confidentiality in mind is the approach adopted by all our the advisers.
Perspective (North East) Ltd is part of Perspective Financial Group with managing director Ian Wilkinson also Chief Executive Officer of Perspective Financial Group Limited.
Perspective (North East) Ltd has achieved the highly-coveted Corporate Chartered status, with less than 5% of firms in our sector holding this accreditation. This means we have satisfied rigorous criteria relating to professional qualifications, capability and ethical good practice. You can be confident that you are dealing with one of the UK’s leading financial planners, which is wholly committed to providing you with the best possible advice, service and support.