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Jamie Tocher DipPFS BA (Hons)

Financial Planner

Jamie graduated from Southampton University with an honour’s degree in Business and Economics in 1998 and worked in Investment Banking within the London market before relocating back to Newcastle a few years later.

Turning his attention to private client wealth management at that time within the pre merged business that is now Perspective Financial Group Ltd. Jamie specialises in advising High Net Worth Private Clients on all aspects of holistic financial planning and wealth management and has accumulated over 20 years a vast level of knowledge and experience of the concerns, requirements, and solutions within this client sector.

His ability to be able to provide clarity to individuals when discussing complicated areas to provide a better understanding of their situation, options and managing expectations is perhaps what he prides himself on most.

Jamie assists with some of the training and development within the Perspective Training Academy helping to pass on to the next generations of advisers his knowledge and experience of how to deal with this sector.

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