PERSPECTIVE (SOUTH EAST) LIMITED

• Principal Place of Business

  16 Shenley Pavilions

  Chalkdell Drive

  Shenley Wood

  Milton Keynes

  MK5 6LB

  UNITED KINGDOM

  Phone

  +4401908257888

  Web

  https://www.pfgl.co.uk/southeast

• Complaints Contact

  16 Shenley Pavilions

  Chalkdell Drive

  Shenley Wood

  Milton Keynes

  MK5 6LB

  UNITED KINGDOM

  Phone

  +4401908257888

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

  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.

• Equity Release Advice

  For Customer, Home reversion plans

• 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.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Equity Release Arranging

  For Customer, Home reversion plans

• 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.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

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  • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.

• Equity Release Setup

  For Customer, Home reversion plans

• Mortgage Setup

  For Customer, Regulated mortgage contract

• 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.

• Kevin Mark Tutt

  IRN KMT00008

  • 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 Mar 2024)
  • [FCA CF] Client dealing (since 13 Mar 2024)
  • Appointed representative dealing with clients for which they require qualification (13 Mar 2024 to 24 Dec 2025)
  • CF30 Customer (12 Mar 2024 to 24 Dec 2025)
• Lewis Jordan McGonigal

  IRN LXM00592

  • 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 26 Jul 2023)
  • [FCA CF] Client dealing (since 26 Jul 2023)
  • Appointed representative dealing with clients for which they require qualification (26 Jul 2023 to 24 Dec 2025)
  • CF30 Customer (21 Jul 2023 to 24 Dec 2025)
• Lewis Ross Greenwood

  IRN LXG38321

  • Appointed representative dealing with clients for which they require qualification (16 Feb 2022 to 31 Mar 2023)
  • CF30 Customer (15 Feb 2022 to 31 Mar 2023)
• Lindsay Mark Abery

  IRN LMA01017

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • 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 30 Oct 2024)
  • [FCA CF] Functions requiring qualifications (since 30 Oct 2024)
• Luke Paul Thirlwell

  IRN LPT01019

  • CF30 Customer (2 Nov 2018 to 27 Mar 2020)
• Mark Christopher Cashmore

  IRN MCC01160

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 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 13 Mar 2024)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 Sep 2025)
  • CF30 Customer (4 Jan 2018 to 22 Sep 2025)
• Mark Edward Redmayne

  IRN MER01111

  • [FCA CF] Client dealing (15 Jul 2024 to 29 Jul 2025)
  • [FCA CF] Functions requiring qualifications (15 Jul 2024 to 29 Jul 2025)
  • CF30 Customer (12 Jul 2024 to 29 Jul 2025)
• Mark Hazelwood

  IRN MXH00197

  • CF21 Investment Adviser (1 Dec 2001 to 6 Aug 2002)
• Mark Lovett

  IRN MXL00419

  • 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
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Client dealing (since 16 Dec 2025)
  • [FCA CF] Functions requiring qualifications (since 16 Dec 2025)
• Mark Taylor

  IRN MXT00043

  • 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 23 Nov 2023)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 Sep 2025)
  • CF1 Director (AR) (1 Jul 2017 to 22 Sep 2025)
  • CF30 Customer (1 Jul 2017 to 22 Sep 2025)

• Perspective (Avon) Ltd (no longer appointed)

  FRN 580297 · Appointed 26 Apr 2012 · Until 30 Dec 2020 · Tied agent

• Perspective (Home Counties) Limited (no longer appointed)

  FRN 520519 · Appointed 17 Mar 2010 · Until 26 Jan 2026

• Chambers & Co (Chelmsford) Ltd (no longer appointed)

  FRN 511938 · Appointed 9 Nov 2009 · Until 30 Dec 2013

• Perspective (South East) Limited (no longer appointed)

  FRN 507704 · Appointed 1 Oct 2009 · Until 30 Nov 2025

• McGregors Wealth Management Ltd (no longer appointed)

  FRN 502851 · Appointed 25 Jun 2009 · Until 18 Mar 2011

No changes recorded yet.