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I specialise in…

holistic Financial Planning for senior medics & dentists. Helping them achieve their goals in life and aim to answer the question ‘will I outlive my money?’

I am really good at…

empathising and developing a trusting relationship with clients, and organising them to best effect to tackle their objectives in life.

A bit of background…

My interest in helping doctors & dentists goes back to my days working for the Medical Sickness Society (Wesleyan). I decided however that I wanted to be independent and to leave sales by offering advanced financial planning. Very importantly I also wanted to be impartial by charging fees.

Other areas of expertise…

I have a keen interest in private client wealth management, since it compliments financial planning by aiming to get a client from where they are to where they want to be with the minimum risk and volatility. I am very proud of the scientific way we invest clients well earned money.

My favourite holiday destination is…

I really enjoy visiting the Mediterranean, as well as exploring as much of the UK as I can. Mind you New York was amazing!

When I’m not at work I like to…

I have many interests! I am a keen Real Tennis player, and enjoy long walks with lots of history thrown in. I am also writing a novel about Robert The Bruce and a (perhaps) ancestor of mine (DNA ) William Irving who was the Kings armour bearer in the 14th Century.

Other contacts

Ian Wilkinson

Managing Director

Trevor Clark Headshot

Trevor Clark

Director, Chartered Financial Planner

Mike Gordon

Technical Director, Chartered Financial Planner

Brian Jacques

Financial Planning Consultant

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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