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Neil joined Perspective (North East) Ltd in 2009 and qualified as a Chartered Financial Planner in 2010, regarded as the profession's highest accolade. He achieved Fellowship of the Personal Finance Society in 2014.

Neil enjoys engaging with individual clients on financial planning to help them identify and achieve their goals.

His focus is on wealth management and retirement planning and he is also heavily involved in Trustee investment.

Neil graduated with a BA (Hons) in Financial Services from Northumbria University in 2001 and started work for one of the industry’s largest life and pensions providers. He then made the move to be a Financial Adviser in the retail banking sector before becoming an Independent Adviser.

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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