
11 - 50 employees
Founded 1985
💸 Finance
👥 B2C
🤝 B2B
Finance • B2C • B2B
Perspective (North East) Ltd is part of Perspective Financial Group and operates as a regional independent financial advisory (IFA) office offering expert financial planning and wealth management advice to individuals, companies, and trustees. The company provides personal financial planning, corporate financial planning and advisory services for IFA firm succession/strategy, and is FCA-authorised through its group offices. Perspective (North East) Ltd is embedded in a nationwide network (70+ offices, 900+ staff, serving 25k+ households) with over 35 years’ experience and runs a training initiative (Perspective Academy) to develop staff.
🔥 4 minutes ago
Technical & Advice Documentation Specialist supporting Consumer Duty obligations for clients at Perspective Financial Group. Involves technical query support, documentation maintenance, and team collaboration.