Skip to content
Close

You have entered the pages of Perspective (North East) Ltd. If you would like more information about which areas of Perspective's website contain regulated content and about these notifications, please click here. To return to Perspective Financial Group's pages, please click here.

The roots for Perspective (North East) Ltd were set over three 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 advisers who specialise in their chosen discipline and therefore offer a more in-depth, knowledgeable and bespoke financial advice service to its clients. We recognised then, as we do 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” adviser. The joining of forces 10 years ago with the other companies making up Perspective Financial Group Ltd further enhanced our ability to achieve this.

Today we are one of the largest and most successful Chartered financial advisers in the North East, boasting many household name companies and high-profile individuals as clients. 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 management.

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 sitting on the main board as Group Practice Director, responsible for all practice related matters. Perspective group featured in the FT Top 100 Financial Advisers league table. It now appears at position 22, moving up from position 34 in 2015 and position 47 in 2014.

Perspective (North East) Ltd has achieved the highly-coveted Chartered status, with less than 5% of businesses 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.

Key Contacts

View all our team

Ian Wilkinson

Managing Director

Trevor Clark Headshot

Trevor Clark

Director, Chartered Financial Planner

Mike Gordon

Technical Director, Chartered Financial Planner

Brian Jacques

Financial Planning Consultant

Latest News

Stay up to date with all our latest news, advice and guidance from Perspective (North East) Ltd.

view all our latest news

Registered in England and Wales No 04163906. Registered Office. Paradigm House, Brooke Court, Wilmslow Cheshire. SK9 3ND
Perspective (North East) Ltd is authorised and regulated by the Financial Conduct Authority.
Perspective (North East) Ltd is a subsidiary of Perspective Financial Group Ltd.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service Exchange Tower,
London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9 123
www.financial-ombudsman.org.uk

Delivered by