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.

• Graham Nicholas Evans

  IRN GNE01007

  • SMF16 Compliance Oversight (since 9 Dec 2019)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
  • CF10 Compliance Oversight (19 Feb 2010 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (19 Feb 2010 to 8 Dec 2019)
• Harry Dunn

  IRN HXD00204

  • 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] Functions requiring qualifications (since 28 Oct 2025)
  • [FCA CF] Client dealing (since 28 Oct 2025)
• Helen Elizabeth Graves

  IRN HEB01021

  • CF30 Customer (8 May 2015 to 5 Jul 2016)
• Hilary Jane Stephenson

  IRN HJS01083

  • CF30 Customer (5 Jan 2009 to 30 Dec 2010)
• Ian Irvine Ormiston

  IRN IIO00001

  • CF30 Customer (1 Nov 2007 to 30 Oct 2009)
  • CF21 Investment Adviser (22 Jan 2003 to 31 Oct 2007)
• Ian Leslie Suitters

  IRN ILS00005

  • CF30 Customer (1 Nov 2011 to 31 Jan 2017)
• Ian Mitcheal Wilkinson

  IRN IMW00004

  • SMF3 Executive Director (since 9 Dec 2019)
  • CF1 Director (AR) (6 Jul 2017 to 30 Nov 2025)
  • CF1 Director (24 Jan 2014 to 8 Dec 2019)
  • CF30 Customer (6 Oct 2010 to 25 Jan 2011)
• Ian Robert Porter

  IRN IRP00011

  • CF1 Director (AR) (17 Nov 2016 to 25 Feb 2019)
  • CF30 Customer (20 Jun 2016 to 5 Apr 2019)
• Ivor Patrick Skinner

  IRN IPS01028

  • CF30 Customer (2 Feb 2010 to 11 Feb 2011)
• Jack Henry Gorgon

  IRN JHG01083

  • CF30 Customer (8 Dec 2022 to 11 Oct 2023)
  • [FCA CF] Client dealing (29 Nov 2022 to 11 Oct 2023)
  • Appointed representative dealing with clients for which they require qualification (29 Nov 2022 to 11 Oct 2023)

• 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.