We are 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. Although committed to the North East in terms of our own location, our clients are dotted across the country, demonstrating our commitment to offer an exceptional service and their willingness to look beyond their normal boundaries to get the very best financial management.
About Perspective (North East) Ltd
The roots for Perspective (North East) Ltd were set over three decades ago in 1985 when Mitch Wilkinson established Wilkinson Hatton, an early supporter of fee-based financial advice in the UK.
Mitch’s firm merged with Rutherford Financial Management in 2002 creating “Rutherford Wilkinson” a name that stayed with us until May 2018 and the roll-out of the Perspective rebrand. The primary motivation for the merger was to create a business with the strength and sufficient capacity to create teams of financial planners who specialise in their chosen discipline and therefore offer a more in-depth, knowledgeable and bespoke financial planning service to its clients. We recognised then, as we do now, that areas of planning, such as pensions, have become far more complex over recent years, following developments in legislation, and believe that planning at the highest level cannot be provided by the typical “general practitioner” financial planner. The joining of forces 10 years ago with the other companies making up Perspective Financial Group Ltd further enhanced our ability to achieve this.
Perspective (North East) Ltd is part of Perspective Financial Group Ltd with managing director Ian Wilkinson also Chief Executive Officer of Perspective Financial Group Ltd. Perspective Financial Group Ltd has featured in the FT Top 100 Financial Planners league table since 2011.
Perspective (North East) Ltd has achieved the highly-coveted Chartered status, with less than 5% of businesses holding this accreditation. This means we have satisfied rigorous criteria relating to professional qualifications, capability, and ethical good practice. You can be confident that you are dealing with one of the UK’s leading financial planners, which is wholly committed to providing you with the best possible advice, service and support.
We have two offices located in the North East of England, one in County Durham and the other in Newcastle providing outstanding financial planning across the North East and the rest of UK. Our team can help you regardless of where you are located. Whether you are looking for estate planning in Newcastle, or you are located in Middlesbrough and require financial planning support, our specialists can help you.
Our Financial Planning Services
We provide both personal and corporate financial planning services, to help you or your business plan for and achieve the future you desire.
Whether you are needing help with retirement planning, tax efficient savings, or managing your money, our financial planners can provide expert advice across a wide range of financial planning services. We also provide financial advice to businesses, with our corporate financial planning services including protecting your business, salary sacrifice and workplace pensions.
Why Choose Us?
Confidentiality, integrity, and accessibility are keystones upon which our service is built. While markets, taxes and financial rules can appear complicated, it just takes the expertise of someone who knows such subjects inside out to explain this to you.
Our team will provide you with straightforward planning that is delivered with integrity and keeps confidentiality in mind. For North East financial planning that you can depend on, contact the Perspective (North East) Ltd team.
The Financial Conduct Authority does not regulate taxation advice.
