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Jessica joined Perspective (North East) Ltd in 2013 initially working in the group’s accounts office before moving to start training as a Paraplanner in 2016.

Since becoming a Paraplanner she has also been a part of Perspective’s Training Academy, first gaining her Certificate in Paraplanning in 2018 and now studying towards her Advanced Diploma in Financial Planning with the majority of these exams completed.

Jessica assists advisers on the full range of financial planning and wealth management matters including pensions, investments and protection for private clients in addition to a growing number of corporate clients.

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

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