We are one of the largest and most successful Chartered Financial Planners in the North East. For over 30 years, we have advised leading businesses, individuals, healthcare professionals and trustees on pensions, investments, protection and wealth management. With over 40 staff, including four Fellows of the Personal Finance Society, and corporate Chartered Financial Planners status of the Chartered Insurance Institute, the firm boasts some of the most professionally qualified advisers in the region. Our expert team has the strength and capacity to provide the specialist technical advice required to address the most complex situations. Confidentiality, integrity and accessibility are keystones upon which our service is built. Offering straightforward advice delivered with integrity and keeping confidentiality in mind is the approach adopted by all our advisers. We know the North East inside out though we work for clients across the UK, and always go the extra mile to get the most beneficial outcome for our clients. The roots of the firm go back to 1985 when Mitch Wilkinson, father of the current managing director Ian Wilkinson, established Wilkinson Hatton, one of the first fee-based financial advisers in the UK. Since 2008, we have been part of Perspective Financial Group Ltd which features in the FT's Top 100 Financial Advisers league table. This history and experience enables us to remain at the forefront of good practice in the financial services profession, with the primary objective of delivering quality, independent and straightforward advice. If you are a financial adviser looking to join a national group, or you are an individual or company looking for expert financial advice please visit www.pfgl.co.uk, email us at enquiries.northeast@pfgl.co.uk or call us on 0191 217 3340.
