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Simon Coward APFS

Chartered Financial Planner

Simon joined Perspective (North East) Ltd in 2019. He was excited by the prospect of joining a growing company with a client-centric ethos.

Simon graduated from Leeds University with a degree in business. He previously worked as an adviser at a large national firm based in the North East. Before that he was a director of a retail business for several years.

Simon has a particular interest in pensions and inheritance tax planning. He enjoys the fact that every day is different and that by helping to solve clients financial puzzles, he makes a positive impact on their lives.

Away from the office Simon enjoys playing football, dog walks up the coast and spending time with his baby daughter, Harriet. 

The Financial Conduct Authority does not regulate taxation or trusts.

Simon Coward


0191 217 3340


Newcastle Office

Northumbria House
21-23 Brenkley Way
Blezard Business Park
Newcastle Upon Tyne
NE13 6DS

Telephone: 0191 217 3340

Chartered Financial Planners logo

Chartered Financial Planners

Perspective (North East) Ltd, Registered in England and Wales No 04163906. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley 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.

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What to do if we didn’t get something right

We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be 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 9123