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I specialise in…

Helping doctors and dentists plan for their long term futures.

I am really good at…

Making the complicated easier to understand and manage. Also, helping clients see how their financial futures look for retirement and any other goals.

A bit of background…

My experience working with dentists and doctors goes back to 1996 with a firm of financial advisers in Leeds. I have since developed my career and have presented many seminars and workshops for dentists and doctors. My passion is working with and helping clients who want an unbiased view as to how they can achieve their lifestyle and financial goals and objectives.

Other areas of expertise…

As a Certified Financial PlannerTM, I have a very broad base of financial services qualifications, as well as an MSc in Marketing (and I attained Chartered Marketer status in 1998). I studied marketing as it’s essential for all businesses and I have always been involved in activities to promote how we can help potential clients. I also have a keen interest in technology and am always looking at how we can utilise it to better serve our clients.

My favourite holiday destination is…

Sydney. It’s a fantastic city and the weather always seems to be excellent, even during the winter! If you’ve not been, I highly recommend it.

When I’m not at work I like to…

Keep fit through running and the gym, as well as (usually) suffering supporting Sunderland AFC. Outside of work, I am married and live on the North East coast with my wife and two daughters. I tend to lead quite a busy life and it has to be said that my ‘to do’ list never seems to go down! If I’m not at the gym or running, you’ll probably find me working through my list ☺

Other contacts

Ian Wilkinson

Managing Director

Trevor Clark Headshot

Trevor Clark

Director, Chartered Financial Planner

Mike Gordon

Technical Director, Chartered Financial Planner

Brian Jacques

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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