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Brian Jacques DipPFS

Financial Planner

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Office:

Newcastle

Brian Jacques

Brian has a wealth of experience in financial services and joined Perspective (North East) Limited in 2011. He is qualified to Advanced Level of the Diploma and holds advanced qualifications in Pensions, Taxation & Trusts, and Retirement Options & Retirement Investment Options.

He advises on many aspects of financial planning, with a specialism in Corporate Pensions, including Auto-enrolment and Group Protection. He provides clear advice and is good at putting people at ease and explaining the perceived complexities of their company’s pension arrangement.

Brian previously worked as an Advisor for Walter Wright Financial Services, following a number of roles mainly working on pensions with insurance companies, starting with Norwich Union in 1984.

The Financial Conduct Authority does not regulate taxation, trusts, some aspects of corporate financial planning and auto-enrolment.

What to do if we didn’t get something right

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

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