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Brian Jacques DipPFS

Financial Planner

Brian has over 35 years' experience in financial services and joined Perspective (North East) Ltd in 2011. He is qualified to Advanced Level of the Diploma and holds advanced qualifications in Pensions, Taxation & Trusts, and Retirement Options & Retirement Investment Options.

He advises on many aspects of financial planning, with a specialism in Corporate Pensions, including Auto-enrolment and Group Protection. He provides clear advice and is good at putting people at ease and explaining the perceived complexities of their company’s pension arrangement.

Brian previously worked as an Adviser for Walter Wright Financial Services, following a number of roles mainly working on pensions with insurance companies, starting with Norwich Union in 1984.

 

Telephone

0191 217 3340

Based

Newcastle Office

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

Telephone: 0191 217 3340

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Chartered Financial Planners

Perspective (North East) Ltd, Registered in England and Wales No 04163906. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (North East) Ltd is authorised and regulated by the Financial Conduct Authority.

Perspective (North East) Ltd is a subsidiary of Perspective Financial Group Ltd.

What to do if we didn’t get something right

We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service
Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123

www.financial-ombudsman.org.uk