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David Berry DipPFS

Regional Manager

David Joined Perspective in August 2024.

He has over 20 years of experience in the industry. David started as a self-employed mortgage broker before progressing to giving clients full financial advice. He has recently started combining his advisory role with managing a team of advisers, helping them to develop and improve their work practices.

David helps his clients by putting a plan into place which enables them to reach their goals. He is focused on establishing a relationship with his clients which is built on authenticity and trust

Outside of work David is a keen hillwalker and loves being out in the Yorkshire Dales or Scottish Highlands.

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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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