March 31, 2020
Perspective (North East) Ltd, the Newcastle office of national financial planning and wealth advisory business Perspective Financial Group Limited, has continued its growth by appointing three new advisers, bringing the total number of qualified advisers to 17.
Cecilia Reilly, Richard Hardy and John Sutcliffe were all attracted by Perspective’s client-centric approach and the opportunities offered by the group following its recent major investment from CBPE Capital LLP.
Cecilia, who has worked in financial services since 2012, relocated from London.
She says: “I’ve joined Perspective’s office in Newcastle at an exciting time.
“There is a great deal of expertise here, and the directors go out of their way to pass on their vast experience, which directly helps me to provide an exceptional service to clients.
Ron Marrs also joins as compliance manager, looking after the Newcastle office, as well as some of the group’s 15 other bases throughout the UK. Ron is Level 4 Diploma Qualified with more than 20 years’ experience working in the wealth management industry as both a financial
adviser and a mortgage adviser. He is also a
fully experienced S166 complaint investigator, resolution manager and investment file reviewer.
Furthermore, Perspective has recently appointed Simon Coward, an experienced paraplanner, who joins from another firm in the region.
Aaron Morris, also a paraplanner, re-joins the firm after a career break to go travelling in Asia.
Louise Heppell and Juliette Coplin join the administration and marketing teams, respectively.
In addition, the firm is celebrating five members of staff passing further professional exams at advanced level, having studied through
Perspective’s highly-rated, in-house, workplace- based Training Academy.
Adviser Cecilia Reilly passed her AF5 Financial Planning Process and AF8 exams, with fellow adviser Joshua Clark passing his AF1 – Personal Tax and Trust Planning.
Paraplanner Michael Gahagan passed his AF5, which completes his Advanced Diploma.
Fellow paraplanner Jessica Wright passed her AF5 Financial Planning Process exam, with paraplanner Simon Coward passing his AF4 Investment Planning exam.
These advisers and paraplanners usually study for exams over a three to five-year period to gain a wide range of qualifications and specialisms.
Unlike many training academies in this sector, Perspective’s is entirely in-house and workplace- based, meaning staff gain extensive ‘on-the-job’ experience under the direct supervision of the directors and senior adviser team.
This is a fundamental part of Perspective’s client-centric approach and values.
We congratulate them all.