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From a mobile: 0330 053 9349

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Dentists and Doctors

Dentists and doctors

We are one of the few Chartered Financial Planners in the UK to boast a dedicated team of specialist advisers, committed to assisting clients within the medical and dental professions.

We understand the nuances of this sector and are on-hand to help guide you and provide tailored solutions, which can help to reduce the impact of the continued changes to the NHS Pension Scheme and other rules and regulation such as the lifetime allowance.


Despite being located in the North East, Perspective (North East) Ltd provides a national service to all of our clients – some being located as far as Brighton, Wales & Aberdeen!

We appreciate that our clients have busy lives and so we strive to make our service more accessible. Initial consultations can be conducted face to face, by Teams, email or telephone.

Pension Clinic & Workshops

We can come to your premises and spend the day consulting with partners and key staff. An appropriate financial plan is agreed for all of our clients, implementing sound strategies, to tackle any changes that may occur in your personal life or as part of the NHS Pension structural reforms. We also offer an annual review service.

If you have a query or you wish to discuss our services in more detail and discover how we can assist you in achieving your financial objectives, please contact Mike Gordon.

How can we help?

  • Pensions & Retirement Planning
  • Lifetime & Annual Allowance Counselling
  • Cash Flow Modelling
  • Savings & Investments
  • Estate Planning
  • Locum Insurance

The Financial Conduct Authority does not regulate taxation, trusts or occupational pension schemes.

Where a client’s circumstances require specialist advice, and the local office does not hold the necessary permission from the Financial Conduct Authority, we can draw on the wider specialist expertise available within Perspective Financial Group Ltd nationally. Many of our financial planners hold advanced qualifications in specialist areas of advice, as well as having decades of experience in solving almost all financial planning related issues.

North East
Corporate Financial Planning

Ready for some corporate financial planning advice?

Find out more about how we can help by speaking to one of our financial planners today.

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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.

Visit the links below for more information on our Website Privacy Policy and Data Protection Policy.

View Website Privacy Policy View Data Protection Policy

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