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Ian is Chief Executive Officer of Perspective Financial Group Limited where he is responsible for all aspects of the operation and performance of the Group with its growing national network across the UK.
Ian was appointed to the main Board in 2013. Prior to this, he became Group Practice Director and a member of the Operational Board in 2010.
Under Ian’s leadership, Perspective continues to grow, with the goal of becoming the leading provider of financial planning and wealth management services in the UK.
Ian has over 30 years’ experience in both management in the financial advice sector and the provision of financial advice.
Ian joined Perspective in 2008 through the acquisition of Rutherford Wilkinson, one of the largest and most forward thinking financial planning and wealth management businesses in the north of England. The firm was a finalist in the Chartered Financial Planners of the Year in both 2011 and 2012.
Ian combines his Group role with that of Managing Director of Perspective (North East) Ltd, based in Newcastle upon Tyne.
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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:
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123