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Joshua Clark DipPFS

Financial Planner

Joshua joined Perspective (North East) Ltd in 2012 and is one of the first graduates of our Training Academy.

He was interested in financial services as a career when he first started out and hasn’t looked back since.

Joshua has progressed through various roles in Perspective and achieved his Regulated Diploma in Financial Planning in 2018. 

His areas of specialism are corporate financial planning including group pension schemes and employee benefits.  Joshua enjoys helping clients plan for their future, in particular their retirement and assisting them in achieving their goals.  

Outside of work Joshua enjoys playing golf, football, walking and socialising with friends and family.  

The Financial Conduct Authority does not regulate some aspects of corporate financial planning.

Joshua Clark

Telephone

0191 217 3340

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