PERSPECTIVE (SOUTH EAST) LIMITED

Name: PERSPECTIVE (SOUTH EAST) LIMITED
Address: 16 Shenley Pavilions, Chalkdell Drive, Milton Keynes, MK5 6LB, GB
Telephone: 01908 257888
Price range: $$

aka Perspective (Lloyd O'Sullivan), Perspective (Grosvenor Wealth), Perspective (Goldwyns Wealth Management), Perspective (Devonshire), PERSPECTIVE (SOUTH EAST) LIMITED

Authorised FRN 178690

About

Perspective (South East) is a firm of Financial Planners, delivering a specialised service to individuals & businesses. Find out more today.

Source: pfgl.co.uk/our-locations/south

Contact & Location

Address

35, Chalkdell Dr, Shenley Wood, Milton Keynes MK5 6LB, UK

More advisers in Milton Keynes

Phone

01908 257888

Website

pfgl.co.uk/our-locations/south

View on Google Maps

Opening Hours

Monday9:00 AM – 5:00 PM

Tuesday9:00 AM – 5:00 PM

Wednesday9:00 AM – 5:00 PM

Thursday9:00 AM – 5:00 PM

Friday9:00 AM – 5:00 PM

SaturdayClosed

SundayClosed

Specialisms

Mortgages Pensions Retirement Investments

Regulatory Information

FRN: 178690
Status: Authorised
Date Authorised: 1 December 2001
Years Authorised: 24 years
Regulator: FCA
Disciplinary Record: Disciplinary History

FCA Permissions (17)

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: 03120930
Company Status: Active
Incorporation Date: 1 November 1995
Directors: 4
Accounts Category: Audit Exemption Subsidiary
Last Accounts Filed: 31 December 2024
SIC Codes: 64999

Team (20)

Graham Nicholas Evans
Approved
Joseph Walter Reed
ApprovedCertified
Julie Suzanne Hepworth
ApprovedCertified
Martin Robert Cawley
ApprovedCertified
Nicholas Townsend
ApprovedCertified
Ian Mitcheal Wilkinson
ApprovedCertified
Samuel Robert Wright
ApprovedCertified
Timothy Masson Langman
ApprovedCertified
Mark Christopher Cashmore
Certified
Zoe Louise Pushong
Certified
Sunil Karia
Certified
Vishnu Anil Bhagat
Certified
Christopher Paul Willis
Certified
Ethan Riley Adams
Certified
Paul Andrew Golding
Certified
Baijul Shah
Certified
Clare Louise Brandon
Certified
Stephen Bennett
Certified
Scott Timothy Flemings
Certified
Robert Alphonso Anglin
Certified

Quick Facts

Milton Keynes, South East
24 years FCA-authorised
20 registered individuals
4 specialisms
17 FCA permissions
CH 03120930

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Data Sources

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