David Berry Email
Regional Director and Financial Adviser @ Perspective (North East) Ltd
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David Berry Work
- 2026 -now Regional Director and Financial Adviser @
- 2024 -now Regional Manager and Financial Adviser @
- 2015 -2024 Regional Manager - North and Financial Planner @ Argentis Financial Planning
- 2015 -2020 Financial Planner @
- 2011 -2015 Independent Financial Adviser @
- 2009 -2011 Financial Adviser - Specialising in Pensions and Investment advice @ Ilkley Financial Services
- 2004 -2009 Financial Adviser - Advising on pensions, investments and mortgages @ Elland Road Financial Solutions
- 2002 -2004 Sales Negotiator @ Hunters Estate Agents
- 2000 -2002 Teaching Assistant @ Japan Exchange & Teaching Programme
David Berry Education
- University of Bradford
BSc Hons Business Management (University of Bradford Hiking Club)
1996-2000 - Parrs Wood High School 1986-1996
David Berry Skills
- Financial Advisory
- Banking
- Financial Planners
- Pensions
- Pension Planning
- Insurance
- Retirement Planning
- Financial Planning
- Insurance Advice
- Critical Illness
- Investments
- Mortgage Lending
- Negotiation
- Finance
- Investment Advice
- Investment Advisory
- Income Protection
- Financial Services
- Wealth Management
- Cash Flow Forecasting
- Strategic Financial Planning
- Savings
- High Net Worth Individuals
- Business Planning
- Microsoft Office
- Microsoft Word
- Marketing
- Credit
- Certified Financial Planner
- Holistic Financial Planning
- Wealth
- Project Planning
- Personal Financial Planning
- Protection
- Financial Advice
- Inheritance Tax Planning
- Financial Projection
- Retirement
- Divorce And Pensions
David Berry Summary
- David Berry, is currently a Regional Director and Financial Adviser at Perspective (North East) Ltd. David Berry brings experience from previous roles at Perspective (North East) Ltd, Argentis Financial Planning, Arthur J. Gallagher & Co. and BHP Financial Planning Limited. David Berry holds a 1996 - 2000 BSc Hons Business Management in University of Bradford Hiking Club @ University of Bradford. With a robust skill set that includes Financial Advisory, Banking, Financial Planners, Pensions, Pension Planning and more. David Berry has 1 emails on RocketReach.
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Top Perspective (North East) Ltd Employees
Andrew Heap
Director
United Kingdom
Mike Gordon
Technical Director, Chartered Financial Planner
Newcastle upon Tyne, GB
Rob Kinniburgh
IFA
Newcastle upon Tyne, GB
Shani Youle
Senior Administrator
Sheffield, GB
Lydia Harrison-Graham
Financial Administrator
Newcastle upon Tyne, GB
Rochelle Farish
Financial Planning Support
Newcastle upon Tyne, GB
Sarah Fpfs
Chartered Financial Planner
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