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Andrew Heap DipPFS

Director, Financial Planner

Andrew has been a Financial Planner for over 20 years and joined Perspective in 2019.

He specialises in pensions, investments, inheritance tax and succession planning for High Net Worth, corporate and trustee clients. Andrew offers clients a truly independent service, whilst working alongside a well-established accountancy practice.

Prior to joining Perspective, Andrew was a partner in a national wealth management firm, further developing his qualifications within the industry.

His early career was with Lloyds Bank where he advised clients on pensions and investments. He was also seconded to the bank’s Offshore division on the Isle of Man, where he advised international clients on savings and investments.

The Financial Conduct Authority does not regulate taxation, trusts and some aspects of corporate financial planning.

 

 

Andrew Heap

Telephone

07799 326940

Based

Newcastle Office

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

Telephone: 0191 217 3340

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Chartered Financial Planners

Perspective (North East) Ltd, Registered in England and Wales No 04163906. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley 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.

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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