Perennial Financial Management Limited

Date authorised
1 April 2013
Companies House
04609753
Last scraped
2 weeks ago
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Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Perennial Financial Management Ltd
    Rutherford House
    Warrington Road
    Birchwood
    Warrington
    WA3 6ZH
    UNITED KINGDOM
    Phone
    +4403333233533
    Web
    https://www.perennial-financial.co.uk

  • Complaints Contact

    Perennial Financial Management Ltd
    Rutherford House
    Warrington Road
    Birchwood
    Warrington
    WA3 6ZH
    UNITED KINGDOM
    Phone
    +4403333233533

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Investment Advice (no pensions)

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Arranges Investments

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling with no debt management activity

  • Investment Setup

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Debra Jane McKenna

    IRN DJM01605

    • CF11 Money Laundering Reporting (10 Sep 2013 to 17 Sep 2019)
  • Erika Jane Iannelli

    IRN EXI00035

    • CF1 Director (AR) (since 1 Jun 2024)
  • Hannah Gurney

    IRN HJM01072

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 30 Sep 2025)
    • CF30 Customer (since 8 Mar 2021)
  • Howard Penry Jones

    IRN HPJ00001

    • CF30 Customer (1 Feb 2022 to 31 Aug 2023)
  • Iain Rob Rayner

    IRN IRR01006

    • CF1 Director (24 Jun 2014 to 4 Dec 2017)
  • Ian James Crombleholme

    IRN IJC01056

    • CF30 Customer (10 Aug 2010 to 18 Mar 2013)
  • Ian John Merrick

    IRN IJM00011

    • [FCA CF] Manager of certification employee (9 Dec 2020 to 31 Dec 2025)
  • James Brindley Cooper

    IRN JBC00028

    • CF30 Customer (1 Nov 2007 to 7 Mar 2013)
    • CF21 Investment Adviser (31 Aug 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (27 Jun 2005 to 31 Aug 2006)
  • James Thomas Dean

    IRN JTD00002

    • CF3 Chief Executive (AR) (8 Feb 2012 to 7 Aug 2012)
    • CF30 Customer (31 Jan 2012 to 7 Aug 2012)
  • Janine Suzanne Moore

    IRN JXM04386

    • [FCA CF] Manager of certification employee (since 1 Dec 2025)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

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