Perspective (North East) Limited

As trusted financial advisers in Newcastle, as well as the surrounding areas in the North and North East of England, Perspective (North East) boasts many household name companies and high-profile individuals as clients. We provide expert financial advice, including financial planning and wealth management services, to our clients through our offices based across the North and North East of England.

The roots for Perspective (North East) Limited 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 Newcastle-based financial 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 advisers in Newcastle who specialise in their chosen discipline and therefore offer a more in-depth, knowledgeable and bespoke financial planning service to its clients.

Perspective (North East) Limited is part of Perspective Financial Group Limited with managing director Ian Wilkinson also Chief Executive Officer of Perspective Financial Group Limited.

Our wealth management services in the North and North East of England are highly regarded and sought after by clients seeking comprehensive financial solutions. 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. Our experienced team of financial advisers in Newcastle and the surrounding areas provides tailored strategies to help you grow and protect your wealth.

As part of Perspective (North East) Limited, we have several offices located in the North and North East regions of England. Our largest office houses our financial advisers in Newcastle, but we have financial advisers in Darlington, a third office for financial advisers Harrogate individuals and businesses may choose, offices in Hexham, Stockton and Stockport, as well as an Independent Financial Advisers in Sheffield.

So, if you need a financial adviser Stockton residents or a financial adviser Stockport businesses choose to support their financial planning and wealth management needs, Perspective (North East) Limited is here for you. No matter your location, our team of expert financial advisers can provide financial planning services or general financial advice to you, your family and your business.

Our Financial Planning Services in Newcastle and the surrounding areas

We provide both personal and corporate financial planning services in Newcastle and surrounding areas, ranging from Hexham to Stockport and Sheffield, 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 advisers in Newcastle 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.