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Ian Wilkinson

Director, Financial Planner

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Office:

Newcastle

Ian Wilkinson

Ian is Managing Director of Perspective Financial Group Limited. 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 36 offices and over 450 staff across the UK.

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Should you have cause to complain, and you are not 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:

Contact

The Financial Ombudsman Service, Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123

www.financial-ombudsman.org.uk