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

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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.

• 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.

• Authorised to Operate

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  • · 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

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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.

• 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

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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.

• Craig Michael Turney

  IRN CMT01089

  • 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 1 Apr 2026)
  • [FCA CF] Functions requiring qualifications (since 1 Apr 2026)
• David John Philip Hesketh

  IRN DJH01481

  • SMF3 Executive Director (since 26 Mar 2026)
• Devang Harishkumar Makrani

  IRN DXM02019

  • 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 21 Jan 2026)
  • [FCA CF] Client dealing (since 21 Jan 2026)
• Edward Roger Hill

  IRN EXH00265

  • 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 12 Feb 2026)
  • [FCA CF] Client dealing (since 12 Feb 2026)
• Emma Kathleen McConnell

  IRN EXM00411

  • 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 14 Mar 2024)
  • [FCA CF] Functions requiring qualifications (since 14 Mar 2024)
• Garnet Ronander

  IRN GXR01427

  • [FCA CF] Functions requiring qualifications (12 Apr 2024 to 13 Mar 2026)
  • [FCA CF] Client dealing (12 Apr 2024 to 13 Mar 2026)
• Helen Jade Pluskal

  IRN HXM00193

  • [FCA CF] Client dealing (27 Nov 2023 to 20 Nov 2024)
  • [FCA CF] Functions requiring qualifications (27 Nov 2023 to 20 Nov 2024)
• Hemal Patel

  IRN HXP01172

  • CF30 Customer (13 Mar 2013 to 18 Jun 2013)
• Ian Mitcheal Wilkinson

  IRN IMW00004

  • SMF3 Executive Director (since 9 Dec 2019)
  • CF1 Director (24 Jan 2014 to 8 Dec 2019)
• Jack Farmer

  IRN JXF00398

  • 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 17 Dec 2025)
  • [FCA CF] Functions requiring qualifications (since 17 Dec 2025)

• Ryans Financial Management Ltd (no longer appointed)

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

No changes recorded yet.