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.

• Ronald William Marrs

  IRN RWM00045

  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
• Ross Francie McFadzean

  IRN RFM00018

  • 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)
• Ruth Arnett

  IRN RXA00359

  • 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)
• Ruth Stilling

  IRN RXS00233

  • [FCA CF] Client dealing (18 Jan 2024 to 19 Apr 2024)
  • [FCA CF] Functions requiring qualifications (18 Jan 2024 to 19 Apr 2024)
• Sally Edmondson

  IRN SXE00058

  • CF30 Customer (20 Aug 2013 to 23 May 2016)
• Samuel Robert Banks

  IRN SRB01186

  • [FCA CF] Client dealing (21 Nov 2024 to 30 Nov 2025)
  • [FCA CF] Functions requiring qualifications (21 Nov 2024 to 30 Nov 2025)
• Samuel Robert Wright

  IRN SXW01670

  • 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)
• Sarah Welch

  IRN SXG00926

  • 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 Aug 2025)
  • [FCA CF] Functions requiring qualifications (since 12 Aug 2025)
• Scott Law

  IRN SXL00235

  • [FCA CF] Functions requiring qualifications (2 May 2023 to 20 May 2024)
  • [FCA CF] Client dealing (2 May 2023 to 20 May 2024)
• Sean Tanuvasa

  IRN SXT00573

  • 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 Oct 2024)
  • [FCA CF] Client dealing (since 9 Oct 2024)

• Ryans Financial Management Ltd (no longer appointed)

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

No changes recorded yet.