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Paraplanners Exam Success

Congratulations to two of our paraplanners who passed their latest set of exams with flying colours. Jessica Wright passed her AF4 (Investment Planning) and Mike Gahagan passed his AF1 (Tax & Trusts) and J02 (Trusts).
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Perspective (North East) – One of the few …

Sarah Chandler, from Perspective (North East), is one of the most qualified financial planners in the North East. She holds Chartered Financial Planner status of the Chartered Insurance Institute and became a Fellow of the Personal Finance Society in…
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Perspective (North East) – Autumn 2018 Newsletter

Welcome to our Autumn 2018 newsletter. Please click here to download it. As always, the Perspective (North East) team is on hand to discuss all your financial and wealth management enquiries. Please contact us and we will be pleased to help.
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Registered in England and Wales No 04163906. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.
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

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