Perspective (North West) Limited
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
Lancaster HouseAckhurst Business ParkFoxhole RoadChorleyLancashirePR7 1NYUNITED KINGDOM- Phone
- +4401204366522
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Complaints Contact
Lancaster HouseAckhurst Business ParkFoxhole RoadChorleyLancashirePR7 1NYUNITED KINGDOM- Phone
- +4401612449759
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Pension Transfer Advice
For Professional, Retail (Investment), Life Policy, Personal pension scheme, Stakeholder pension scheme, Unit
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- · 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.
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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
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- · 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.
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Authorised to Operate
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- · The firm can only agree to carry on the regulated activities specified in this Notice.
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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.
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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.
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Barry O'Neill
IRN BXO01040
- 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 29 Oct 2024)
- [FCA CF] Client dealing (since 29 Oct 2024)
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Bethany Nanson
IRN BXN00094
- 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 Dec 2025)
- [FCA CF] Functions requiring qualifications (since 12 Dec 2025)
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Charles Edward Rossiter
IRN CXR00381
- 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 7 Nov 2025)
- [FCA CF] Client dealing (since 7 Nov 2025)
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Christopher Kevin Gamble
IRN CKG01009
- [FCA CF] Client dealing (27 Jun 2024 to 3 Jul 2025)
- [FCA CF] Functions requiring qualifications (27 Jun 2024 to 3 Jul 2025)
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Christopher Needham
IRN CXN00054
- 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] Client dealing (since 9 Jan 2026)
- [FCA CF] Functions requiring qualifications (since 9 Jan 2026)
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Claire Charlotte Alanskas Slater
IRN CXS91235
- 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] Client dealing (since 21 Jan 2026)
- [FCA CF] Functions requiring qualifications (since 21 Jan 2026)
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Claire Marie Medwell
IRN CXM01000
- 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 21 Jan 2026)
- [FCA CF] Client dealing (since 21 Jan 2026)
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Claire Nicolson Paget
IRN CXP00314
- [FCA CF] Functions requiring qualifications (22 Apr 2025 to 20 Oct 2025)
- [FCA CF] Client dealing (22 Apr 2025 to 20 Oct 2025)
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Clare Louise McCall
IRN LCD01022
- CF30 Customer (7 Apr 2016 to 24 Jan 2017)
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Clive Anthony Chisnall
IRN CAC01160
- CF1 Director (AR) (19 Aug 2005 to 13 Oct 2022)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Ryans Financial Management Ltd (no longer appointed)
FRN 437325 · Appointed 11 Aug 2005 · Until 28 Nov 2022
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.