Perspective (North East) Limited

Reference number: 150317

Instant download

Authorised by the FCA

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

Website, phone number and address

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.

In the full report: 3 background checks

  • When pfgl.co.uk first appeared online, and whether it can receive email
  • What kind of line 0191 217 3340 is
  • Who else gives the postcode NE13 6DS
Instant PDF download
Other names (27)

If you were contacted under any of these names, it is this firm.

  • Dental Medical Financial Planners Trading name
  • Perspective (BLM) Trading name
  • Perspective (Brighter) Trading name
  • Perspective (Mackrill) Trading name
  • Perspective (RPG Financial) Trading name
  • Perspective (Scotland) Trading name
  • TaxAssist Plus Financial Planning (North East) Trading name
  • TaxAssist Plus Financial Planning (Scotland) Trading name
  • Torus Financial Planning Trading name
  • Rutherford Financial Management Plc Former name
  • Rutherford Wilkinson Limited Former name
  • Rutherford Wilkinson Plc Former name
  • Altus Wealth Management Former trading name
  • Happy2advise Former trading name
  • Happy2advise.co.uk Former trading name
  • Hartley Hepworth Former trading name
  • Leedham Motgage Solutions Former trading name
  • McGregors Wealth Management Former trading name
  • Perspective (Campbell Harrison) Former trading name
  • Perspective Corporate Solutions Former trading name
  • Perspective Corporate Solutions (Newcastle) Former trading name
  • Perspective (Poole Townsend) Former trading name
  • Perspective (Whittington Goddard) Former trading name
  • Tyneside Insurance & Mortgage Services Former trading name
  • Vivienne Shepherd Former trading name
  • Watson Buckle Corporate Solutions Former trading name
  • Watson Buckle Wealth Management Corporate Solutions Former trading name

FCA permissions and consumer protection

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

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

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)

Directors and company secretaries

Name Role Born Appointed Other companies
Ian Mitcheal Wilkinson Director Nov 1970 17 Jul 2002 46 other companies
David John Philip Hesketh Director May 1981 5 Jun 2026 87 other companies
Julie Suzanne Hepworth Director Mar 1974 9 Jun 2026 66 other companies
David John Philip Hesketh Secretary Not published 19 Dec 2013 –

Other companies run by these 3 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
129
closed down
1
are FCA-registered
6

In the full report: all 129 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 6 on the FCA register
  • The 57 companies these 3 directors run together
  • All 19 people who have ever been directors, with their dates
Instant PDF download

Key dates in its history

Perspective (North East)’s history from the FCA register and Companies House, newest first.

Key events (9) All events (83)

2018

1 June 2018

  • Changed its registered name from "Rutherford Wilkinson Limited"

FCA register

2016

6 April 2016

  • Pfm Group Ltd took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2002

8 August 2002

  • Changed its registered name from "Rutherford Financial Management Plc"

FCA register

25 July 2002

  • Changed its registered name from "Rutherford Wilkinson Plc"

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

31 August 2001

  • Regulated by the Personal Investment Authority from this date

FCA register

20 February 2001

  • Incorporated at Companies House

Companies House

In the full report: all 83 events

  • All 83 events in its history (9 shown here)
  • Every director appointment and resignation: 31
Instant PDF download

Firms connected to Perspective (North East)

Other FCA-listed firms that share a director, phone number or address with Perspective (North East). A link shows who the firm is tied to, not whether either can be trusted.

connected firms
8
share a director
6
share its postcode
2

In the full report: all 8 connected firms, named

  • How each is linked: shared directors (6), the same postcode (2)
  • Who links each one: the named directors, with dates
Instant PDF download

Firms like Perspective (North East)

Other firms of the same type (financial adviser), nearest first.

In Newcastle upon Tyne

B-Advised LimitedNewcastle upon TyneAuthorisedBruce & Co Legal & Financial Ltd.Newcastle upon TyneAuthorisedCaroline Anderson IFA LTDNewcastle upon TyneAuthorisedCo-Navigate LimitedNewcastle Upon TyneAuthorisedDW Wealth Management LtdNewcastle Upon TyneAuthorisedFaramond UK LimitedNewcastle upon TyneAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Perspective (North East)

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 129 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 83 events in its history
  • 8 connected firms, named, and who links them

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Perspective (North East) Limited FCA authorised?
Yes, Perspective (North East) Limited (FRN 150317) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Perspective (North East)’s phone number and website?
The FCA register lists the phone number 0191 217 3340 and the website pfgl.co.uk/northeast for Perspective (North East). If you were given different contact details, use these to check with the firm before going any further.
Is Perspective (North East) a scam or clone?
Perspective (North East) is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Perspective (North East)?
Its FCA permissions do not allow it to hold or control client money. 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.
Who owns Perspective (North East)?
Perspective (North East) is owned by Pfm Group Ltd, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 6 April 2016.
Who runs Perspective (North East)?
Companies House lists 3 directors of Perspective (North East): Ian Mitcheal Wilkinson, David John Philip Hesketh and Julie Suzanne Hepworth.
How long has Perspective (North East) been in business?
The company was formed on 20 February 2001, and has held its current FCA authorisation since December 2001.
Does Perspective (North East) use any other names?
It trades as Dental Medical Financial Planners, Perspective (BLM), Perspective (Brighter), Perspective (Mackrill) and Perspective (RPG Financial), and 4 more names. It has previously used 18 other names, including Rutherford Financial Management Plc, Rutherford Wilkinson Limited and Rutherford Wilkinson Plc.

Sources and links

The full report on Perspective (North East) Limited

£19.99 · Instant PDF download

Loading secure checkout…