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Alexander Mason DipPFS

Financial Planner

Alexander has over five years’ experience in the financial services industry and has developed a strong technical and practical foundation through both professional study and hands-on experience

He began his career on a graduate scheme, where he worked towards his Diploma in Financial Planning while gaining exposure to a broad range of advisory areas. He has also achieved an additional qualification in Long Term Care planning and is currently progressing towards Chartered Financial Planner status.

Alexander is committed to providing clear, straightforward financial advice tailored to each client’s individual circumstances. He understands that financial planning can often feel complex, and he takes pride in presenting solutions in a way that is easy to understand, transparent, and aligned with clients’ long-term objectives. By taking the time to build relationships and fully understand his clients’ goals, Alexander aims to provide reassurance and confidence at every stage of the financial planning journey. His approach is centred on delivering practical, client-focused advice that helps individuals and families make informed decisions about their financial future.

Based

Newcastle Office

Northumbria House
21-23 Brenkley Way
Blezard Business Park
Newcastle Upon Tyne
NE13 6DS

Telephone: 0191 217 3340

Perspective (North East) Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register Number 150317. You can verify our authorisation and permissions by using the FCA Firm Checker.

Perspective (North East) Limited is registered in England and Wales Number 04163906. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (North East) Limited is a subsidiary of Perspective Financial Group Limited.

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What to do if we didn’t get something right

We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be 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 9123

www.financial-ombudsman.org.uk