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.

  • Edward Glyn Hepworth

    IRN EGH00003

    • CF30 Customer (2 Jan 2017 to 11 Jul 2017)
  • Eileen Mary Hodgson

    IRN EMH00001

    • CF21 Investment Adviser (1 Dec 2001 to 5 Dec 2005)
  • Emma Michelle Parker

    IRN EMP01035

    • 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 26 Apr 2024)
    • [FCA CF] Client dealing (since 26 Apr 2024)
  • Garnet Ronander

    IRN GXR01427

    • [FCA CF] Functions requiring qualifications (9 Dec 2024 to 13 Mar 2026)
    • [FCA CF] Client dealing (9 Dec 2024 to 13 Mar 2026)
  • Gary Alan Blakemore

    IRN GAB00028

    • [FCA CF] Functions requiring qualifications (28 Mar 2023 to 19 Jan 2024)
    • [FCA CF] Client dealing (28 Mar 2023 to 19 Jan 2024)
  • Gemma Law

    IRN GXL01306

    • CF30 Customer (2 Jan 2008 to 20 Dec 2010)
  • Graeme Keith Urwin

    IRN GKU00001

    • 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 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 7 May 2024)
    • CF30 Customer (1 Nov 2007 to 7 May 2024)
    • CF21 Investment Adviser (21 Sep 2005 to 31 Oct 2007)
  • Graeme Pegman

    IRN GXP01336

    • CF30 Customer (1 Nov 2007 to 20 Dec 2012)
    • CF22 Investment Adviser (Trainee) (15 Jan 2007 to 31 Oct 2007)
  • Graeme Stewart Atkinson

    IRN GSA01023

    • CF1 Director (AR) (26 Jul 2005 to 3 Apr 2006)
    • CF21 Investment Adviser (26 Jul 2005 to 3 Apr 2006)
  • Harry Douglas Cook

    IRN HXC00382

    • 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 6 Jan 2026)
    • [FCA CF] Functions requiring qualifications (since 6 Jan 2026)
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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.