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Michael initially joined the accounts department of Perspective (North East) Ltd in 2013 after graduating from university, before moving into Perspective’s Training Academy in 2016 to begin his career in financial planning.

Michael has since achieved the Diploma in Regulated Financial planning in 2018, quickly followed by the Advanced Diploma in 2019.

As a Paraplanner, Michael provides assistance to advisers on a broad range of financial planning, including pensions, investments, protection and estate planning.

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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