Skip to content
Close

You have entered the pages of Perspective (North East) Ltd. If you would like more information about which areas of Perspective's website contain regulated content and about these notifications, please click here. To return to Perspective Financial Group's pages, please click here.

I specialise in…

Investment, Tax and Wealth Management for High Net Worth Private Clients and Trusts. Within this broader area is a particular specialism in offshore investment for UK and Overseas clients.

I am really good at…

Helping clients define their individual goals to enable me to put a suitable plan in motion which they understand. This allows their expectations to be managed and ultimately achieve their objectives.

A bit of background…

After reading Economics and Business at Southampton University and having a keen interest in Global Macro Economics it felt natural at the time to pursue a career linked to Investment Markets and holistic Wealth Management. After spending a couple of years dealing with the London and South East market with the knowledge I attained, I wanted to provide easier access to North East based clients which also enabled me to return to my home town of Newcastle in 1999.

Other areas of expertise…

Although dealing with all types of Trusts I deal frequently with trusts linked to Wills and Personal Injury and keep up to date with the ever changing legislation in these areas and the effects this can have on the individuals concerned.

 

The Financial Conduct Authority does not regulate Wills and Trust advice.

Other contacts

Ian Wilkinson

Managing Director

Trevor Clark Headshot

Trevor Clark FPFS

Director, Chartered Financial Planner

Mike Gordon FPFS

Technical Director, Chartered Financial Planner

Brian Jacques DipPFS

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
www.financial-ombudsman.org.uk

Delivered by