
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
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+4
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...
Pension & retirement planning,mortgage advice,business & individual protection,pension advice for corporates,estate planning & trusts,specialist advice for medics & dentists,long term care planning,wealth preservation,and professional connections partnerships
Perspective (north east) ltd operates in the Financial services industry.
Perspective (north east) ltd's revenue is 11m - 100m
Perspective (north east) ltd has 11 - 50 employees.
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