Perspective (North East) Limited

Reference number: 150317

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Also trades as 10 other names
  • Dental Medical Financial Planners
  • Perspective (BLM)
  • Perspective (Brighter)
  • Perspective (Campbell Harrison)
  • Perspective (Mackrill)
  • Perspective (RPG Financial)
  • Perspective (Scotland)
  • Perspective (Whittington Goddard)
  • TaxAssist Plus Financial Planning (North East)
  • TaxAssist Plus Financial Planning (Scotland)

Company details

From the company's Companies House record.

Company number
04163906
Company status
Active
Company type
Private limited company
Incorporated
20 February 2001 (25 years old)
Registered office
Lancaster House Ackhurst Business Park, Foxhole Road, Chorley, PR7 1NY, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Ian Mitcheal Wilkinson Director Nov 1970 17 Jul 2002
David John Philip Hesketh Director May 1981 5 Jun 2026
Julie Suzanne Hepworth Director Mar 1974 9 Jun 2026
David John Philip Hesketh Secretary Not published 19 Dec 2013

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages · Arrange equity release FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.

Check your FSCS cover →

Show FCA detail (14 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on a home reversion plan
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) a home reversion plan
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to a home reversion plan
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Previously registered as

The FCA register holds 3 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Rutherford Financial Management Plc
  • Rutherford Wilkinson Limited
  • Rutherford Wilkinson Plc

Names it no longer trades under

This firm has retired 13 trading names. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired names
  • Altus Wealth Management
  • Happy2advise
  • Happy2advise.co.uk
  • Hartley Hepworth
  • Leedham Motgage Solutions
  • McGregors Wealth Management
  • Perspective Corporate Solutions
  • Perspective Corporate Solutions (Newcastle)
  • Perspective (Poole Townsend)
  • Tyneside Insurance & Mortgage Services
  • Vivienne Shepherd
  • Watson Buckle Corporate Solutions
  • Watson Buckle Wealth Management Corporate Solutions

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Common questions

Frequently asked questions

Is Perspective (North East) Limited FCA authorised?
Yes, Perspective (North East) Limited (FRN 150317) is authorised by the FCA to carry out regulated activities.
Is my money safe with Perspective (North East)?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Perspective (North East) to the Financial Ombudsman Service, free of charge.
Is Perspective (North East) a scam or clone?
Perspective (North East) is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Perspective (North East)'s Firm Reference Number (FRN)?
Perspective (North East)'s FRN is 150317. You can verify it on the FCA register.