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Ian Wilkinson

Director, Financial Planner

Ian is Managing Director of Perspective (North East) Ltd, based in Newcastle upon Tyne. He has a wealth of experience in delivering financial services to corporate clients and a small number of private clients.

His ability to understand business leaders’ key concerns and ability to recommend strategies to rapidly achieve meaningful results has led to significant success. His success is perhaps down to his “no nonsense” approach.

Ian joined his family business in 1989, driving it to be one of the largest and most forward thinking advisory firms in the north of England, before its acquisition by Perspective in 2008.

Ian was appointed to the Operational Board in 2010 and the main board of Perspective Financial Group Ltd in 2013 where he serves as Chief Executive Officer, responsible for all aspects of the Group’s network of 15 offices and 180 staff across the UK.

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