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.