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.

  • Joshua George Clark

    IRN JXC13610

    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 12 Jul 2021)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (8 Jul 2021 to 11 Dec 2025)
  • Julian Charles Mackrill

    IRN JCM00046

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 16 Mar 2026)
    • [FCA CF] Functions requiring qualifications (since 16 Mar 2026)
  • Julie Hunter

    IRN JXH00093

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 13 Oct 2025)
    • [FCA CF] Client dealing (9 Dec 2019 to 13 Oct 2025)
    • CF30 Customer (28 Dec 2018 to 8 Dec 2019)
  • Kevin James Coles

    IRN KXC10328

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Jan 2023)
  • Kim Alexandra

    IRN KAA00007

    • [FCA CF] Functions requiring qualifications (1 Sep 2023 to 1 Sep 2024)
    • [FCA CF] Client dealing (1 Sep 2023 to 1 Sep 2024)
  • Krystine Julie Mayoh

    IRN KJM01168

    • [FCA CF] Functions requiring qualifications (10 Dec 2024 to 4 Aug 2025)
    • [FCA CF] Client dealing (10 Dec 2024 to 4 Aug 2025)
  • Lewis Foo

    IRN LXF00098

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 7 Nov 2025)
    • [FCA CF] Functions requiring qualifications (since 7 Nov 2025)
  • Lynn Storey

    IRN LXS00448

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 13 Jan 2023)
  • Mark Christopher Wilcock

    IRN MXW00815

    • CF1 Director (AR) (since 9 Mar 2024)
  • Mark Hatton Wilkinson

    IRN MHW00017

    • CF30 Customer (1 Nov 2007 to 24 Dec 2007)
    • Responsible for Insurance Mediation (14 Jan 2005 to 24 Dec 2007)
    • CF11 Money Laundering Reporting (23 Sep 2002 to 26 Jun 2007)
    • CF10 Compliance Oversight (23 Sep 2002 to 26 Jun 2007)
    • CF24 Pension Transfer Specialist (24 Jul 2002 to 31 Oct 2007)
    • CF21 Investment Adviser (24 Jul 2002 to 31 Oct 2007)
    • CF1 Director (24 Jul 2002 to 24 Dec 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.