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Simon joined Perspective (North East) Ltd in 2019 as a Paraplanner.

After graduating from Leeds University with a BA (Hons) degree in Political Theory he held roles in management consultancy before returning to his hometown to start his own business. Following the sale of this he embarked on a new career in Financial Services in 2018, and soon joined Perspective (North East) Ltd.

Progressing quickly through his qualifications, Simon has attained the Diploma in Regulated Financial Planning and further advanced qualifications in Investment Planning and Pension Transfers.

He particularly enjoys the challenges of technical research and report writing and is always keen to learn.

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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