Ian Wilkinson
Tell me more about Ian Wilkinson?
Ian Wilkinson is a highly experienced professional with over 21 years of work experience in the financial advice sector. He has a strong background in pensions, defined benefit, retirement planning, financial advisory, and investments. Based in the United Kingdom, Ian has been appointed to the main Board since 2013. Prior to this, he served as the Group Practice Director and a member of the Operational Board in 2010. With a focus on becoming the leading provider of financial planning and wealth management services in the UK, Ian has a proven track record in both management and provision of financial advice.
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About
Ian was appointed to the main Board in 2013. Prior to this, he became Group Practice Director and a member of the Operational Board in 2010. Under Ian’s leadership, Perspective continues to grow, with the goal of becoming the leading provider of financial planning and wealth management services in the UK. Ian has 30 years’ experience in both management in the financial advice sector and the provision of financial advice. Ian joined Perspective in 2008 through the acquisition of Rutherford Wilkinson, one of the largest and most forward thinking financial planning and wealth management businesses in the north of England. The firm was a finalist in the Chartered Financial Planners of the Year in both 2011 and 2012. Ian combines his Group role with that of Managing Director of Perspective (North East) Ltd, based in Newcastle upon Tyne.
...See MoreWork Experience
Pensions Director
Financial Services
Ian Wilkinson's Professional Milestones
- Pensions Director (2002-06-01~): Improving financial sustainability through strategic planning and effective resource allocation.
Skill
Pensions
Defined Benefit
Retirement Planning
Financial Advisory
Investments
Certification
Other Named Ian Wilkinson
Frequently asked questions
Ian Wilkinson works for RUTHERFORD WILKINSON LIMITED
Ian Wilkinson's role in RUTHERFORD WILKINSON LIMITED is Pensions Director
Ian Wilkinson works in the industry of Financial Services
Ian Wilkinson's latest job experience is Pensions Director at RUTHERFORD WILKINSON LIMITED