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I specialise in….

Pensions, mainly corporate and group pensions – from their inception and day to day running, to the individual requirements of members at retirement.

I am really good at….

Communicating with clients of all levels, Company Directors, Senior Management and company employees.

A bit of background….

I joined Perspective (North East) as a result of their acquisition of Galloway Whitfield (Life & Pensions) Ltd where I worked with Alan Galloway for over 30 years.

It’s a new challenge being part of a larger firm, but comforting to experience that the style and quality of service we delivered as Galloway Whitfield will continue uninterrupted here at Perspective (North East).

Other areas of expertise….

I also have substantial knowledge of employee benefits such as Group Life and Group Income Protection Schemes and also manage our large ‘Clients of’ Group Private Medical Insurance Scheme.

 

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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