Perennial Financial Management Limited

• 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

• 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

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  • · 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

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  • · 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

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  • · 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

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  • · 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 Hide limitations

  • · 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.

• Steven James

  IRN SXJ01277

  • CF30 Customer (26 Apr 2021 to 23 Dec 2022)
• Steven John Hilditch

  IRN SJH00011

  • CF21 Investment Adviser (4 Oct 2007 to 4 Oct 2007)
• Steven John Leicester

  IRN SJL01106

  • CF30 Customer (15 Sep 2008 to 27 Mar 2013)
• Steven William Foster

  IRN SWF00002

  • CF30 Customer (13 Dec 2011 to 31 Jan 2013)
• Susannah Stuart

  IRN SEB01113

  • CF30 Customer (4 Apr 2011 to 15 May 2013)
• Timothy Peter Thompson Williams

  IRN TPW01040

  • Responsible for Insurance Distribution (since 16 Jun 2025)
  • SMF16 Compliance Oversight (since 1 Apr 2022)
  • SMF3 Executive Director (since 4 Feb 2021)
  • CF1 Director (AR) (29 Dec 2020 to 1 Jun 2024)
• Tracy Jayne Chadwick

  IRN TJC00005

  • CF30 Customer (29 Dec 2010 to 5 Mar 2013)

• Linden House Financial Services Ltd

  FRN 947508 · Appointed 31 Mar 2021

• Tring Financial Management Limited

  FRN 472790 · Appointed 24 Jun 2020

• Dunham Wealth Ltd

  FRN 923371 · Appointed 27 Mar 2020

• Custodian Financial Management Ltd (no longer appointed)

  FRN 964044 · Appointed 15 Nov 2021 · Until 8 Feb 2024

• Decide2 Limited (no longer appointed)

  FRN 569550 · Appointed 23 Nov 2011 · Until 12 Nov 2014

No changes recorded yet.