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.

• Richard John Baxter

  IRN RJB00081

  • CF30 Customer (23 Jul 2008 to 13 Feb 2009)
• Robbie Paul Waller

  IRN RPW00021

  • [FCA CF] Functions requiring qualifications (5 Apr 2024 to 6 Sep 2024)
  • Appointed representative dealing with clients for which they require qualification (9 Jun 2023 to 6 Sep 2024)
  • [FCA CF] Client dealing (9 Jun 2023 to 10 Jun 2023)
  • CF30 Customer (2 Jun 2023 to 6 Sep 2024)
• Robert Alphonso Anglin

  IRN RAA01059

  • 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 Sep 2023)
  • [FCA CF] Client dealing (since 28 Sep 2023)
• Robert Andrew Richardson

  IRN RXR23080

  • [FCA CF] Functions requiring qualifications (11 Dec 2019 to 22 Apr 2022)
  • [FCA CF] Client dealing (11 Dec 2019 to 22 Apr 2022)
• Robert Daniel Branfield

  IRN RXB73651

  • CF30 Customer (9 Apr 2020 to 31 Aug 2022)
  • [FCA CF] Client dealing (9 Apr 2020 to 26 Aug 2022)
  • Appointed representative dealing with clients for which they require qualification (9 Apr 2020 to 26 Aug 2022)
• Robert James Brand

  IRN RJB01460

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 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)
  • [FCA CF] Client dealing (since 31 Jul 2025)
  • [FCA CF] Functions requiring qualifications (since 31 Jul 2025)
• Robert Venvil

  IRN RXV01066

  • CF30 Customer (16 Feb 2010 to 4 Oct 2010)
• Ross Matthew Perry

  IRN RMP01116

  • CF30 Customer (13 Aug 2018 to 30 Nov 2020)
• Russell Bruce Douglass

  IRN RBD00010

  • CF21 Investment Adviser (14 May 2004 to 20 Jan 2005)
  • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 14 May 2004)
• Russell Graham Palmer

  IRN RGP00009

  • [FCA CF] Client dealing (20 Apr 2022 to 31 Dec 2024)
  • [FCA CF] Functions requiring qualifications (20 Apr 2022 to 31 Dec 2024)

• 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.