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.

• Shelley Woodrow

  IRN SXK02061

  • 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 28 Jan 2026)
  • [FCA CF] Client dealing (since 28 Jan 2026)
• Simon Jonathan Allan

  IRN SJA00058

  • [FCA CF] Client dealing (26 Jun 2021 to 30 Nov 2022)
  • [FCA CF] Functions requiring qualifications (26 Jun 2021 to 30 Nov 2022)
• Simon Nicholas Roberts

  IRN SNR00006

  • 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 13 Apr 2026)
  • [FCA CF] Client dealing (since 13 Apr 2026)
• Sophie Jade Stradins

  IRN SXS88285

  • [FCA CF] Client dealing (4 Nov 2021 to 27 Feb 2026)
  • [FCA CF] Functions requiring qualifications (4 Nov 2021 to 27 Feb 2026)
• Stephen Phillip Crawshaw

  IRN SXC00900

  • 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 9 Jan 2026)
  • [FCA CF] Client dealing (since 9 Jan 2026)
• Steven John Leicester

  IRN SJL01106

  • 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 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • SMF17 Money Laundering Reporting Officer (MLRO) (5 Feb 2021 to 14 Nov 2024)
  • SMF16 Compliance Oversight (5 Feb 2021 to 14 Nov 2024)
  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Nov 2023)
  • CF30 Customer (16 Sep 2013 to 27 Nov 2022)
• Susan Elizabeth Zanzarella

  IRN SEZ01003

  • [FCA CF] Client dealing (2 Jun 2025 to 31 Oct 2025)
  • [FCA CF] Functions requiring qualifications (2 Jun 2025 to 31 Oct 2025)
• Susan Margaret Leedham

  IRN SML00003

  • CF11 Money Laundering Reporting (1 Jun 2004 to 1 Apr 2013)
  • CF1 Director (1 Jun 2004 to 30 Sep 2013)
• Suzanne Jane Shepherd

  IRN SJC01292

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

  IRN TXH01489

  • 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 17 Dec 2025)
  • [FCA CF] Client dealing (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.