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.

  • Paul McAtominey

    IRN PXM00065

    • CF24 Pension Transfer Specialist (1 Dec 2001 to 19 Jul 2004)
    • CF21 Investment Adviser (1 Dec 2001 to 29 Jan 2005)
    • CF1 Director (1 Dec 2001 to 29 Jan 2005)
  • Paul Thomas Moat

    IRN PTM01052

    • CF30 Customer (19 Mar 2013 to 12 May 2016)
  • Peter Foxcroft

    IRN PXF00079

    • CF1 Director (AR) (26 Apr 2005 to 5 May 2008)
    • CF21 Investment Adviser (9 Aug 2004 to 13 Dec 2006)
  • Peter Robert Rutherford

    IRN PRR00004

    • CF1 Director (AR) (24 Jan 2011 to 22 Dec 2011)
    • CF30 Customer (1 Nov 2007 to 22 Dec 2011)
    • CF10 Compliance Oversight (1 Dec 2001 to 11 Sep 2002)
    • CF1 Director (1 Dec 2001 to 22 Dec 2011)
    • CF8 Apportionment and Oversight (1 Dec 2001 to 31 Oct 2007)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
    • CF11 Money Laundering Reporting (1 Dec 2001 to 11 Sep 2002)
  • Philip Shaw

    IRN PXS01439

    • [FCA CF] Client dealing (14 Oct 2021 to 25 Sep 2023)
    • [FCA CF] Functions requiring qualifications (14 Oct 2021 to 25 Sep 2023)
  • Rachael Hall

    IRN RXH01600

    • CF30 Customer (28 Sep 2012 to 22 Jul 2015)
  • Rachel Sophie Disney

    IRN RXD00246

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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] Functions requiring qualifications (since 5 Mar 2026)
    • [FCA CF] Client dealing (since 5 Mar 2026)
  • Raymond Craig Prince

    IRN RCP00014

    • 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
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [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 (since 9 Dec 2019)
    • CF30 Customer (1 Nov 2007 to 7 May 2024)
    • CF21 Investment Adviser (31 Oct 2005 to 31 Oct 2007)
  • Richard Andrew Collis

    IRN RXC01849

    • [FCA CF] Client dealing (19 Sep 2023 to 31 Dec 2024)
    • [FCA CF] Functions requiring qualifications (19 Sep 2023 to 31 Dec 2024)
  • Richard Antony Green

    IRN RAG00023

    • [FCA CF] Client dealing (2 Jun 2023 to 31 Mar 2026)
    • [FCA CF] Functions requiring qualifications (2 Jun 2023 to 31 Mar 2026)
Show more

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.