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Tom Daniels Chartered MCSI DipPFS

Financial Planner

Tom joined Perspective in 2022 in admiration of our client-centric approach and values. Tom is excited about the direction we are moving in and is keen to be a part of that journey.

Tom read Financial Economics at university and developed a keen interest in economics and investments. After graduating he joined the graduate scheme of one of the UK’s largest investment management houses, Brewin Dolphin. He went on to enjoy a ten year career in the industry, latterly working with Walker Crips Group and Octopus Investments. He is now two years into his career in financial advice, having now also qualified as a Financial Planner.

Tom is currently a Chartered Member of the Chartered Institute for Securities & Investments (CISI) and a Diploma level member of the Chartered Insurance Institute (CII).

Tom finds helping clients achieve their financial goals in life hugely rewarding. Each day is different, and each client he speaks with has different priorities and ambitions. He enjoys client interaction and getting to know them on a personal level. Tom adopts a holistic approach to financial planning, and in doing so considers all aspects of a client’s personal circumstances and financial position to guide his advice.

Outside of work, Tom enjoys playing football and (fair weather) sailing when time permits.

Tom Daniels


0191 217 3340


Newcastle Office

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

Telephone: 0191 217 3340

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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.

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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