Perspective (North East) Ltd

Independent Northumbria House, 21-23 Brenkley Way, Blezard Business Park, Newcastle-Upon-Tyne, NE13 6DS
FCA verified
11th November 2019
We advise businesses, individuals, doctors, dentists and trustees on financial planning, pensions, investments, protection and wealth management.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Brian Johnson
Financial Planning Consultant
adviser-person
Brian Jacques
Financial Planning Consultant
adviser-person
Claire Wilson
Financial Planning Consultant
adviser-person
Sarah Chandler FPFS
Chartered Financial Planner
adviser-person
Mike Gordon FPFS
Technical Director
adviser-person
Jamie Tocher
Financial Planner
adviser-person
Robert Kinniburgh
Financial Consultant
adviser-person
Ian Wilkinson
Managing Director
adviser-person
Neil Henderson
Chartered Financial Planner
adviser-person
Ray Prince
Financial Planner
adviser-person
Trevor Clark BSc
Director & Chartered Financial Planner
adviser-person
Graeme Urwin
Financial Planner
Where to find us

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

About us

Perspective (North East) Ltd is one of the largest and most successful chartered financial planners in the North East, boasting many household name companies and high-profile individuals as clients. The firm has a long established history, established when Mitch Wilkinson created Wilkinson Hatton in 1985, one of the first fee-based financial advisers in the UK.

We have created teams of advisers that specialise in their chosen discipline and therefore provide a more in-depth, knowledgeable and bespoke financial advice service to our clients.

Our services

We offer advice on pensions, savings and investments, mortgages, retirement and long-term care planning, probate and estate planning, corporate pensions and shareholder protection and tax mitigation strategies.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0