Perspective (North East) Limited
aka Perspective (Brighter), Perspective (BLM), Dental Medical Financial Planners, Altus Wealth Management, Perspective (North East) Limited
About
Perspective (North East) are experts in investments, pensions, business protection & inheritance tax planning. Keep reading to find out more.
Source: pfgl.co.uk/northeastContact & Location
Specialisms
Regulatory Information
- FRN
- 150317
- Status
- Authorised
- Date Authorised
- 1 December 2001
- Years Authorised
- 24 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Acting as a CBTL arranger
- ✓Acting as a CBTL advisor
- ✓CBTL Status
- ✓CBTL Effective Date
- ✓Agreeing to carry on a regulated activity
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓Credit Broking
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Making arrangements with a view to a home reversion plan
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Arranging (bringing about) a home reversion plan
- ✓Advising on regulated mortgage contracts
- ✓Advising on a home reversion plan
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 04163906
- Company Status
- Active
- Incorporation Date
- 20 February 2001
- Directors
- 4
- Accounts Category
- Audit Exemption Subsidiary
- Last Accounts Filed
- 31 December 2024
- SIC Codes
- 64999
Team (20)
Jamie Richard Tocher
ApprovedCertifiedMichael James Owen Gordon
ApprovedCertifiedAndrew Robert Heap
ApprovedCertifiedAlison Margaret Beardsell
ApprovedCertifiedClaire Nicolson Paget
ApprovedCertifiedIan Mitcheal Wilkinson
ApprovedCertifiedRonald William Marrs
CertifiedGraeme Keith Urwin
CertifiedRobert Kinniburgh
CertifiedJohn Alexander Sutcliffe
CertifiedBrian Jacques
CertifiedSarah Isabel Chandler
CertifiedBarry Hunt
CertifiedClaire Louise Wilson
CertifiedRaymond Craig Prince
CertifiedAnthony Keith Prior
CertifiedAndrea Sanders
CertifiedHelen Jade Pluskal
CertifiedAlexander Peter Mason
CertifiedAlicia Measures
Certified
Quick Facts
- Newcastle upon Tyne, North East
- 24 years FCA-authorised
- 20 registered individuals
- 4 specialisms
- 17 FCA permissions
- CH 04163906
Interested?
Request a no-obligation introduction.
Is this your firm?
Claim this profile to add your bio, photo, and fee information.
Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.