Perspective (North East) Ltd

Independent Financial Adviser Northumbria House, 21-23 Brenkley Way, Blezard Business Park, Newcastle-Upon-Tyne, NE13 6DS
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
16th September 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
Trevor Clark BSc
Director & Chartered Financial Planner
Accreditations
Chartered Financial Planner
Claire Wilson
Financial Planning Consultant
Neil Henderson
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Ian Wilkinson
Managing Director
Brian Jacques
Financial Planning Consultant
Mike Gordon FPFS
Technical Director
Accreditations
Chartered Financial Planner
Sarah Chandler FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Brian Johnson
Financial Planning Consultant
Jamie Tocher
Financial Planner
Robert Kinniburgh
Financial Consultant
Ray Prince
Financial Planner
Accreditations
Certified Financial Planner
Graeme Urwin
Financial Planner
Where to find us

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

Make an enquiry
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
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Perspective (North East) Ltd, 21-23 Brenkley Way, Blezard Business Park, Newcastle upon Tyne, NE13 6DS. Tel: – – Registered in England, Company Registration No. 4163906. Registered Office: Paradigm House, Brooke Court, Wilmslow, Cheshire, SK9 3ND. Authorised and regulated by the Financial Conduct Authority. Perspective (North East) Ltd is a subsidiary of Perspective Financial Group Ltd.

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