Perspective (North East) Limited

Date authorised
1 April 2013
Companies House
04163906
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Northumbria House
    21-23 Brenkley Way
    Blezard Business Park
    Newcastle upon Tyne
    NE13 6DS
    UNITED KINGDOM
    Phone
    +4401912173340
    Web
    https://www.pfgl.co.uk/northeast

  • Complaints Contact

    Northumbria House
    21-23 Brenkley Way
    Blezard Business Park
    Newcastle upon Tyne
    NE13 6DS
    UNITED KINGDOM
    Phone
    +4401912173340

What this firm is allowed to do

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

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • Pension Transfer Advice

    For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

    Show 2 limitations
    • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.
    • · Investment activity in "rights to or interests in investments (contractually based)" is limited to investment types granted for this activity.

  • Equity Release Advice

    For Customer, Home reversion plans

  • 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, Structured Deposits, 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.

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

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

  • Equity Release Arranging

    For Customer, Home reversion plans

  • 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, Structured Deposits, 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.

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Debt Advice

    Show 1 limitation
    • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.

  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • 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, Structured Deposits, 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.

  • Ross Francie McFadzean

    IRN RFM00018

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 2 Jun 2023)
    • [FCA CF] Client dealing (since 2 Jun 2023)
  • Sanjoy Sen

    IRN SXS02363

    • [FCA CF] Client dealing (4 Mar 2025 to 9 Apr 2025)
    • [FCA CF] Functions requiring qualifications (4 Mar 2025 to 9 Apr 2025)
  • Sarah Isabel Chandler

    IRN SIC01009

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 6 May 2025)
    • CF30 Customer (18 Sep 2009 to 6 May 2025)
  • Sarah Welch

    IRN SXG00926

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Client dealing (since 12 Aug 2025)
    • [FCA CF] Functions requiring qualifications (since 12 Aug 2025)
  • Scott Edwards

    IRN SXE01234

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 24 Jul 2025)
    • [FCA CF] Client dealing (since 24 Jul 2025)
  • Sharon Ivy Hall

    IRN SXH01602

    • [FCA CF] Functions requiring qualifications (22 Feb 2024 to 3 Jun 2025)
    • [FCA CF] Client dealing (22 Feb 2024 to 3 Jun 2025)
  • Simon Coward

    IRN SXC09691

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 10 Aug 2021)
    • [FCA CF] Functions requiring qualifications (since 28 Jun 2021)
    • [FCA CF] Client dealing (since 28 Jun 2021)
    • CF30 Customer (10 Aug 2021 to 11 Dec 2025)
  • Simon Richard Hornby

    IRN SRH00032

    • CF30 Customer (1 Nov 2007 to 30 Dec 2012)
    • CF1 Director (9 May 2002 to 31 Jan 2013)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Stanley David Parkinson

    IRN SDP00007

    • CF21 Investment Adviser (1 Dec 2001 to 1 Jun 2002)
  • Stephen Andrew Burns

    IRN SAB01194

    • CF21 Investment Adviser (29 Jun 2006 to 24 Jul 2007)
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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.

No changes recorded yet.