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Alexander Mason DipPFS

Financial Planner

Alexander joined Perspective in October 2023.

Alexander has 3 years experience and has been steadily building solid foundations in the financial industry. Initially he was enrolled in a graduate scheme, where he pursued his diploma in financial planning while simultaneously gaining hands-on experience in various facets of the field.

As a financial adviser Alexander is dedicated to simplifying the often-perplexing world of finance for his clients. Alexanders primary objective is to make financial solutions as transparent and accessible as possible, ensuring that his clients can make well-informed decisions tailored to their unique needs and goals. It is his passion to guide individuals on their financial journeys, empowering them to achieve their aspirations and secure their financial futures.

With a strong foundation in financial education and a commitment to providing clear, client-centric solutions, he looks forward to continuing his journey as a financial adviser, helping clients navigate the complexities of their financial lives with confidence and ease

Based

Newcastle Office

Northumbria House
21-23 Brenkley Way
Blezard Business Park
Newcastle Upon Tyne
NE13 6DS

Telephone: 0191 217 3340

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Chartered Financial Planners

Perspective (North East) Ltd, Registered in England and Wales No 04163906. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (North East) Ltd is authorised and regulated by the Financial Conduct Authority.

Perspective (North East) Ltd is a subsidiary of Perspective Financial Group Ltd.

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What to do if we didn’t get something right

We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be 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

www.financial-ombudsman.org.uk