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.

• Oliver James Davies

  IRN OXD00083

  • 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 16 Dec 2024)
  • [FCA CF] Functions requiring qualifications (since 16 Dec 2024)
• Olivia Beatrice Willetts

  IRN OXL00023

  • 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 16 Dec 2024)
  • [FCA CF] Client dealing (since 16 Dec 2024)
• Paul Dawson Collins

  IRN PDC00019

  • Responsible for Insurance Mediation (25 Nov 2014 to 16 Sep 2015)
  • CF10 Compliance Oversight (26 Mar 2014 to 16 Sep 2015)
  • CF11 Money Laundering Reporting (26 Mar 2014 to 16 Sep 2015)
  • CF1 Director (26 Mar 2014 to 16 Sep 2015)
• Paul William Darley

  IRN PWD01031

  • 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] Manager of certification employee (since 5 Jan 2026)
  • [FCA CF] Client dealing (since 17 Dec 2025)
  • [FCA CF] Functions requiring qualifications (since 17 Dec 2025)
• Peter Martin Craddock

  IRN PMC00060

  • CF1 Director (20 Feb 2012 to 31 Dec 2013)
• Philip Lancelot Newton

  IRN PLN00003

  • [FCA CF] Functions requiring qualifications (26 Jun 2021 to 30 Nov 2022)
  • [FCA CF] Client dealing (26 Jun 2021 to 1 Dec 2022)
  • [FCA CF] Manager of certification employee (26 Jun 2021 to 30 Nov 2022)
• Richard John Bennett

  IRN RJB01436

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

  IRN RAA01059

  • 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 9 Jan 2026)
  • [FCA CF] Client dealing (since 9 Jan 2026)
• Robert Andrew Richardson

  IRN RXR23080

  • [FCA CF] Client dealing (9 Dec 2019 to 22 Apr 2022)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 22 Apr 2022)
  • CF30 Customer (7 Nov 2019 to 8 Dec 2019)
• Robert Michael Stone

  IRN RMS01182

  • 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 21 Nov 2024)
  • [FCA CF] Client dealing (since 21 Nov 2024)

• Ryans Financial Management Ltd (no longer appointed)

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

No changes recorded yet.