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I specialise in…

Providing technical back-up and guidance to the other directors and advisers when things are slightly more complicated than normal, across the different areas in which the firm is involved.

I am really good at…

Investments, trusts, pensions, equity release, long term care, divorce and inheritance tax planning.

A bit of background…

My first job in financial services in 1984 was in the group pensions department of a large insurance company. Since then I have gained experience as a broker consultant and have been an IFA since 1997. I have been with the company since joining Peter Rutherford & Company in 1999. I was one of the first Chartered Financial Planners when this qualification was introduced in 2006, and the broad range of my experience has helped me become a Fellow of the Personal Finance Society.

Other areas of expertise…

I have qualified to join the Society of Trust and Estate Practitioners (STEP) as an Associate member and have also been interested in the financial aspects of divorce for a number of years. I am a member of Rutherford Wilkinson’s Investment Committee.

Something that has always baffled me is…

How does the man who drives the snowplough get to work?

My favourite holiday destination is…

The Northumberland Coast. We are very fortunate living in the North-East to have such an area of unspoilt natural beauty right on our doorstep. The best thing about it is that so relatively few people seem to know about it!

When I’m not at work I like to…

Go looking for summer in my VW Campervan, and I have recently joined the committee which runs Fenham Swimming Pool as an independent charity.

My favourite film is…

The Blues Brothers. We’re on a mission from God.

Other contacts

Ian Wilkinson

Group Practice Director

Trevor Clark

Director, Chartered Financial Planner

Brian Jacques

Financial Planning Consultant

Registered in England and Wales No 04163906. Registered Office. Paradigm House, Brooke Court, Wilmslow Cheshire. SK9 3ND
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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