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

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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.

• 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

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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.

• 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.

• Michael Vincent Findlay

  IRN MVF00002

  • 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 19 Nov 2025)
  • [FCA CF] Functions requiring qualifications (since 19 Nov 2025)
• Michael William Baughan

  IRN MWB00003

  • CF1 Director (AR) (17 Mar 2010 to 30 Mar 2012)
  • CF30 Customer (17 Mar 2010 to 30 Mar 2012)
• Mohammed Shahban Bostan

  IRN MSB00025

  • 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 28 Sep 2023)
  • [FCA CF] Functions requiring qualifications (since 28 Sep 2023)
• Neil John Brenchley

  IRN NJB00001

  • CF1 Director (AR) (16 Nov 2009 to 31 Dec 2016)
  • CF30 Customer (16 Nov 2009 to 29 Mar 2018)
• Nicholas Charles Burditt

  IRN NCB00003

  • CF21 Investment Adviser (1 Dec 2001 to 19 Apr 2002)
• Nicholas Jenner

  IRN NXJ01160

  • 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 31 Jan 2025)
  • [FCA CF] Functions requiring qualifications (since 31 Jan 2025)
• Nicholas Kevin Patrick Webb

  IRN NKW00001

  • 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)
  • [FCA CF] Functions requiring qualifications (since 30 Sep 2024)
  • [FCA CF] Client dealing (since 30 Sep 2024)
  • Appointed representative dealing with clients for which they require qualification (30 Sep 2024 to 24 Dec 2025)
  • CF30 Customer (22 Aug 2024 to 24 Dec 2025)
• Nicholas Townsend

  IRN NXT01322

  • 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
  • 21. Advising or arranging (bringing about) equity release transactions
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Client dealing (since 5 Feb 2026)
  • [FCA CF] Functions requiring qualifications (since 5 Feb 2026)
• Nicolette Bridget Gardner

  IRN NXG00019

  • CF1 Director (AR) (18 Nov 2009 to 30 Mar 2012)
  • CF30 Customer (18 Nov 2009 to 30 Mar 2012)
• Patricia Elizabeth Bell

  IRN PEB00008

  • CF30 Customer (23 Jul 2008 to 30 Dec 2010)

• 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.