Perspective (North West) Limited

• Principal Place of Business

  Lancaster House

  Ackhurst Business Park

  Foxhole Road

  Chorley

  Lancashire

  PR7 1NY

  UNITED KINGDOM

  Phone

  +4401204366522

  Web

  http://www.pfgl.co.uk/northwest

• Complaints Contact

  Lancaster House

  Ackhurst Business Park

  Foxhole Road

  Chorley

  Lancashire

  PR7 1NY

  UNITED KINGDOM

  Phone

  +4401612449759

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Stakeholder pension scheme, Unit

  Show 1 limitation Hide 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 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 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.

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · 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, Structured Deposits, 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.

• 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 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.

• Adam Bhagooa - Whiteley

  IRN AXB83300

  • 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 Feb 2026)
  • [FCA CF] Client dealing (since 5 Feb 2026)
• Adam James Cherry

  IRN AXC01144

  • 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] Client dealing (since 13 Sep 2023)
  • [FCA CF] Functions requiring qualifications (since 13 Sep 2023)
• Ailsa Catherine Thomas

  IRN ACW01147

  • 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] Manager of certification employee (since 27 Aug 2025)
  • [FCA CF] Client dealing (since 27 Aug 2025)
  • [FCA CF] Functions requiring qualifications (since 27 Aug 2025)
• Alexander Peter Mason

  IRN AXM01735

  • [FCA CF] Functions requiring qualifications (27 Nov 2023 to 8 Jan 2025)
  • [FCA CF] Client dealing (27 Nov 2023 to 8 Jan 2025)
• Andrew Cameron Lennox Freer

  IRN ACF00004

  • 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 20 Nov 2024)
  • [FCA CF] Functions requiring qualifications (since 20 Nov 2024)
• Andrew James Leedham

  IRN AJL01162

  • Responsible for Insurance Mediation (1 Apr 2013 to 31 Dec 2013)
  • CF11 Money Laundering Reporting (1 Apr 2013 to 31 Dec 2013)
  • CF10 Compliance Oversight (1 Apr 2013 to 31 Dec 2013)
  • CF1 Director (27 Jul 2011 to 31 Dec 2013)
  • CF30 Customer (1 Nov 2007 to 31 Dec 2013)
  • CF24 Pension Transfer Specialist (18 Apr 2005 to 31 Oct 2007)
  • CF21 Investment Adviser (18 Apr 2005 to 31 Oct 2007)
• Andrew Robert Heap

  IRN ARH01129

  • 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] Client dealing (since 12 Nov 2025)
  • [FCA CF] Functions requiring qualifications (since 12 Nov 2025)
• Angus Graham Rietkerk

  IRN AGR01048

  • 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 18 Feb 2025)
  • [FCA CF] Client dealing (since 18 Feb 2025)
• Baijul Shah

  IRN BXS00011

  • 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 7 Feb 2023)
  • [FCA CF] Client dealing (since 7 Feb 2023)
• Barry Keith Leedham

  IRN BKL00003

  • CF30 Customer (1 Nov 2007 to 31 Dec 2013)
  • CF1 Director (AR) (26 Aug 2005 to 15 Apr 2014)
  • Responsible for Insurance Mediation (14 Jan 2005 to 1 Apr 2013)
  • CF8 Apportionment and Oversight (1 Jun 2004 to 22 Feb 2008)
  • CF10 Compliance Oversight (1 Jun 2004 to 1 Apr 2013)
  • CF21 Investment Adviser (1 Jun 2004 to 31 Oct 2007)
  • CF24 Pension Transfer Specialist (1 Jun 2004 to 31 Oct 2007)
  • CF1 Director (1 Jun 2004 to 31 Dec 2013)

• Ryans Financial Management Ltd (no longer appointed)

  FRN 437325 · Appointed 11 Aug 2005 · Until 28 Nov 2022

No changes recorded yet.