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.

• Colin Pritchard

  IRN CWP01028

  • [FCA CF] Functions requiring qualifications (1 Feb 2022 to 1 Feb 2024)
  • [FCA CF] Client dealing (1 Feb 2022 to 1 Feb 2024)
• Colin Stephen Beton

  IRN CSB00012

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Dec 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 31 Dec 2024)
  • CF30 Customer (5 Jul 2016 to 31 Dec 2024)
• Collette Louise Roberts

  IRN CLO00007

  • CF30 Customer (1 Nov 2007 to 26 Apr 2010)
  • CF22 Investment Adviser (Trainee) (3 Jan 2007 to 31 Oct 2007)
• Damian John Keeling

  IRN DJK01093

  • CF1 Director (16 Apr 2008 to 28 Mar 2011)
• Daniel Duncombe

  IRN DXD00160

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • [FCA CF] Functions requiring qualifications (since 14 Jan 2026)
  • [FCA CF] Client dealing (since 14 Jan 2026)
• Darren James Ford

  IRN DJF01242

  • 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 6 Feb 2026)
  • [FCA CF] Client dealing (since 6 Feb 2026)
• Darren William Alf Bennett

  IRN DWB01138

  • CF30 Customer (27 Aug 2014 to 6 Oct 2014)
• David Andrew Glenham

  IRN DAG01213

  • 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 20 Jan 2026)
  • [FCA CF] Client dealing (since 20 Jan 2026)
• David John Philip Hesketh

  IRN DJH01481

  • SMF3 Executive Director (since 26 Mar 2026)
  • CF1 Director (AR) (4 Feb 2014 to 25 Jan 2026)
• David Kerns

  IRN DMK01028

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