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
Northumbria House
21-23 Brenkley Way
Blezard Business Park
Newcastle Upon Tyne
NE13 6DS
Telephone: 0191 217 3340
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.
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