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I specialise in…

Pensions, mainly with corporate and group pension arrangements.

I am really good at…

Putting people at ease and explaining the perceived complexities of their Company’s Pension Arrangement

A bit of background…

I have had the pleasure of working in financial services for many years, starting with Norwich Union in 1984. I have had a number of roles within the industry mainly working with pensions. I have been in an Adviser role since 2005, initially with Walter Wright Financial Services, before the company was taken over by Rutherford Wilkinson in 2011.

Other areas of expertise…

I also have a great deal of experience with other employee benefits, such as Group Life Insurance and Group Income Protection and though often incorrectly regarded as simple contracts, I have a good understanding of their intricacies.

My favourite holiday destination is…

Island of Seil, just off the West Coast of Scotland, peace & quiet, great scenery, good company and a decent pint of beer

My favourite book…

The Crow Road by Iain Banks, a book that starts with the line ‘It was the day my grandmother blew up’ has to be given a chance – a contemporary every day tale of life, death and everything in between.

Other contacts

Ian Wilkinson

Managing Director

Trevor Clark Headshot

Trevor Clark

Director, Chartered Financial Planner

Mike Gordon

Technical Director, Chartered Financial Planner

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

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