We are one of the largest and most successful Chartered Financial Planners in the North East. For over 30 years, we have advised leading businesses, individuals, healthcare professionals and trustees on pensions, investments, protection and wealth management.
With over 40 staff, including four Fellows of the Personal Finance Society, and corporate Chartered Financial Planners status of the Chartered Insurance Institute, the firm boasts some of the most professionally qualified advisers in the region. Our expert team has the strength and capacity to provide the specialist technical advice required to address the most complex situations.
Confidentiality, integrity and accessibility are keystones upon which our service is built. Offering straightforward advice delivered with integrity and keeping confidentiality in mind is the approach adopted by all our advisers.
We know the North East inside out though we work for clients across the UK, and always go the extra mile to get the most beneficial outcome for our clients.
The roots of the firm go back to 1985 when Mitch Wilkinson, father of the current managing director Ian Wilkinson, established Wilkinson Hatton, one of the first fee-based financial advisers in the UK. Since 2008, we have been part of Perspective Financial Group Ltd which features in the FT's Top 100 Financial Advisers league table.
This history and experience enables us to remain at the forefront of good practice in the financial services profession, with the primary objective of delivering quality, independent and straightforward advice.
If you are a financial adviser looking to join a national group, or you are an individual or company looking for expert financial advice please visit www.pfgl.co.uk, email us at enquiries.northeast@pfgl.co.uk or call us on 0191 217 3340.
Company Details
- Employees
- 46
- Founded
- -
- Address
- Northumbria House, 21-23 Brenkley Way, Blezard Business Park,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.pfgl.co.uk/northeast
- Keywords
- Pension & Retirement Planning, Mortgage advice, Business & Individual Protection, Pension advice for Corporates, Estate Planning & Trusts, Specialist advice for Medics & Dentists, Long Term Care Planning, Wealth Preservation, Professional Connections Partnerships.
- HQ
- Newcastle upon Tyne
Perspective (North East) Ltd Questions
Perspective (North East) Ltd's website is http://www.pfgl.co.uk/northeast
Perspective (North East) Ltd's LinkedIn profile is https://uk.linkedin.com/company/pfglnortheast
Perspective (North East) Ltd has
46 employees.
View email and phone details for 46
employees at Perspective (North East) Ltd.
Perspective (North East) Ltd's industry is
Financial Services
Perspective (North East) Ltd's top competitors are
Dental Medical Financial Planners,
Evelyn Partners,
St. James’s Place,
Lowes: A Saltus Business,
Ubs,
Perspective Financial Group Ltd,
Charlesbank Capital Partners,
Fairstone Group Ltd,
Perspective (North) Ltd,
Cbpe.
Perspective (North East) Ltd's categories are Financial Services
Perspective (North East) Ltd's founding year is 1985
