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
Brian Johnson
Financial Planning Consultant
Brian Jacques
Financial Planning Consultant
Claire Wilson
Financial Planning Consultant
Sarah Chandler FPFS
Chartered Financial Planner
Mike Gordon FPFS
Technical Director
Jamie Tocher
Financial Planner
Robert Kinniburgh
Financial Consultant
Ian Wilkinson
Managing Director
Neil Henderson
Chartered Financial Planner
Ray Prince
Financial Planner
Trevor Clark BSc
Director & Chartered Financial Planner
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
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    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value