Ian Wilkinson
Pensions Director@ RUTHERFORD WILKINSON LIMITED
Newcastle upon Tyne, England, United Kingdom
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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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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.

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Work Experience

PARADIGM HOUSE BROOKE COURT WILMSLOW, GB

Financial Services

2

Ian Wilkinson's Professional Milestones

  • Pensions Director (2002-06-01~): Improving financial sustainability through strategic planning and effective resource allocation.