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I specialise in…

All aspects of pensions and financial planning, particularly for individuals before and after retirement.

I am really good at…

Trying to explain complex issues and make things understandable.

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 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.

Also the Annual and Lifetime Allowance and their impact on members of the NHS Pension scheme and Universities Superannuation scheme have become an area needing very specific advice.

When I am not at work I like to…

Try to get my golf handicap to single figures.

My favourite film is…

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

Other contacts

Ian Wilkinson

Managing Director

Trevor Clark Headshot

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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