Peregrine & Black Investment Management Limited
Reference number: 757727
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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.
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Verified website
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Verified phone number
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Verified address
5 Bolton Street, Mayfair, London, W1J 8BA, United Kingdom
Also trades as 4 other names
- ADL Wealth
- Eclipse Private Office
- Neo Wealth
- P&B Wealth Planning
Company details
From the company's Companies House record.
- Company number
- 09796196
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 26 September 2015 (10 years old)
- Registered office
- C/O Ashley Richmond Accountant Ltd Joel Street, Argyle House, Northwood Hills, HA6 1NW, England
- Nature of business
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- Fund management activities (SIC 66300)
Current directors and secretaries
| Name | Role | Born | Appointed |
|---|---|---|---|
| Patrick Henry Bullman | Director | Jun 1971 | 26 Sep 2015 |
| Philip Michael Gent | Director | May 1969 | 26 Sep 2015 |
| Oliver Duncan Pearson-Lund | Director | Dec 1971 | 26 Sep 2015 |
| Karl Victor Thompson | Director | Mar 1980 | 10 Aug 2016 |
Activities and protection
What they can do, and how you are protected
- Hold or safeguard your money · Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Advise on or arrange mortgages FSCS may applyMortgage advice and arranging may be FSCS-covered, up to the limit that applies.
Show FCA detail (14 permissions)
- Acting as a CBTL advisor
- Acting as a CBTL Advisor
- Acting as a CBTL arranger
- Acting as a CBTL Arranger
- 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) deals in investments
- Arranging (bringing about) regulated mortgage contracts
- Arranging safeguarding and administration of assets
- Dealing in investments as agent
- Making arrangements with a view to regulated mortgage contracts
- Making arrangements with a view to transactions in investments
- Managing investments
Limits on what they may do
- This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.
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.
Names it no longer trades under
This firm has retired 5 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
- P&B Financial Planning
- P&BW
- P&B Wealth
- P&B Wealth and Financial Planning
- Roseum Financial Planning
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