Regional Manager And Financial Adviser
Current
Aug 2024 - Present
AeroLeads people directory · profile
David Berry Email & Phone Number
Regional Manager & Financial Adviser at Perspective North East
at
Perspective (North East) Ltd
1 work email found
@ajg.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Regional Manager & Financial Adviser at Perspective North East
Location
Greater Leeds Area, United Kingdom, United Kingdom
Company size
Who is David Berry? Overview
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Quick answer
David Berry is listed as Regional Manager & Financial Adviser at Perspective North East at Perspective (North East) Ltd, a company with 25 employees, based in Greater Leeds Area, United Kingdom, United Kingdom. AeroLeads shows a work email signal at ajg.com and a matched LinkedIn profile for David Berry.
David Berry previously worked as Regional Manager and Financial Adviser at Perspective (North East) Ltd and Regional Manager - North & Financial Planner at Argentis Financial Planning. David Berry holds Bsc Hons Business Management, Business Management from University Of Bradford.
Company email context
Email format at Perspective (North East) Ltd
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{first}_{last}@ajg.com
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AeroLeads found 1 current-domain work email signal for David Berry. Compare company email patterns before reaching out.
Profile bio
About David Berry
Qualified Financial Adviser. Specialising in reviewing and managing pensions and investments.Specialties: Pensions & Investments advice in West Yorkshire.Helping clients to retire more comfortably. Providing regular updates on clients investments helping to improve fund performance & save tax.
Listed skills include Pensions, Investments, Financial Advisory, Financial Planning, and 29 others.
Current workplace
David Berry's current company
Company context helps verify the profile and gives searchers a useful next step.
Perspective (North East) Ltd
Employees
25
AeroLeads page
8 roles
David Berry work experience
A career timeline built from the work history available for this profile.
Regional Manager - North & Financial Planner
Argentis Financial Planning
Nov 2015 - Aug 2024
Financial Planner
Providing Holistic financial advice to clients. Helping them to understand their current financial situation and providing them with an insight into their future. Ensuring that pensions and investments are managed effectively, helping them to achieve their financial goals and mitigating risks.
Nov 2015 - Dec 2020
Independent Financial Adviser
Pensions & Investment Planning. Independent Financial Advice. Income Protection, Life & Critical Illness Insurance. Divorce and Family Law financial advice.
Jun 2011 - Nov 2015
Financial Adviser - Specialising In Pensions & Investment Advice
Financial Adviser specialising in pension and investment advice. Helping people to get more from the investments they have and retire more comfortably without having to spend more money now!!
Nov 2009 - Jun 2011
Financial Adviser - Advising On Pensions, Investments & Mortgages
Elland Road Financial Solutions
Providing personal and business financial advice. Specialising in Pensions, investments, mortgage and insurance advice.
Mar 2004 - Nov 2009
Sales Negotiator
Hunters Estate Agents
Negotiating the sales of apartments and houses in a busy Leeds city centre estate agency.
Dec 2002 - Mar 2004
Teaching Assistant
Japan Exchange & Teaching Programme
Teaching English as foreign language to High School students in Japan.
Aug 2000 - Aug 2002
2 education records
David Berry education
Bsc Hons Business Management, Business Management
Education record
Parrs Wood High School
FAQ
Frequently asked questions about David Berry
Quick answers generated from the profile data available on this page.
What company does David Berry work for?
David Berry works for Perspective (North East) Ltd.
What is David Berry's role at Perspective (North East) Ltd?
David Berry is listed as Regional Manager & Financial Adviser at Perspective North East at Perspective (North East) Ltd.
What is David Berry's email address?
AeroLeads has found 1 work email signal at @ajg.com for David Berry at Perspective (North East) Ltd.
Where is David Berry based?
David Berry is based in Greater Leeds Area, United Kingdom, United Kingdom while working with Perspective (North East) Ltd.
What companies has David Berry worked for?
David Berry has worked for Perspective (North East) Ltd, Argentis Financial Planning, Arthur J. Gallagher & Co., Bhp Financial Planning Limited, and Ilkley Financial Services.
How can I contact David Berry?
You can use AeroLeads to view verified contact signals for David Berry at Perspective (North East) Ltd, including work email, phone, and LinkedIn data when available.
What schools did David Berry attend?
David Berry holds Bsc Hons Business Management, Business Management from University Of Bradford.
What skills is David Berry known for?
David Berry is listed with skills including Pensions, Investments, Financial Advisory, Financial Planning, Strategic Financial Planning, Financial Services, Finance, and Protection.
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