Perspective (North East) Ltd

Independent Financial Adviser  Northumbria House, Newcastle upon tyne, Tyne and wear, NE13 6DS
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FCA authorised
Last authorised 3rd August 2020
We advise businesses, individuals, doctors, dentists and trustees on financial planning, pensions, investments, protection and wealth management.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group risk
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Long term care
Meet our advisers
Brian Jacques
Financial Planning Consultant
Brian Johnson
Financial Planning Consultant
Claire Wilson
Financial Planning Consultant
Jamie Tocher
Financial Planner
Sarah Chandler FPFS
Chartered Financial Planner
Mike Gordon FPFS
Technical Director
Ian Wilkinson
Managing Director
Neil Henderson
Chartered Financial Planner
Graeme Urwin
Financial Planner
Trevor Clark BSc
Director & Chartered Financial Planner
Ray Prince
Financial Planner
Robert Kinniburgh
Financial Consultant
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.

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

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

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