Perspective (North West) Limited

Reference number: 229808

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 01204 366522 is
  • Who else gives the postcode PR7 1NY
Instant PDF download
Other names (13)

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

  • DJH Perspective Wealth Management Trading name
  • Perspective (Belper) Trading name
  • Perspective Connect Trading name
  • Perspective (Crown Wealth) Trading name
  • Perspective (Cumbria) Trading name
  • Perspective (Foinaven) Trading name
  • Perspective (HNH) Trading name
  • Perspective (Northern Ireland) Trading name
  • Perspective (Springfield) Trading name
  • Success Wealth Management Trading name
  • TaxAssist Plus Financial Planning (North West) Trading name
  • Leedham Independent Financial Advisers Limited Former name
  • Perspective (Marlborough Place) 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 (16 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL Advisor
  • Acting as a CBTL arranger
  • 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
04719736
Company status
Active
Company type
Private limited company
Incorporated
1 April 2003 (23 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
Julie Suzanne Hepworth Director Mar 1974 20 Dec 2013 66 other companies
Ian Mitcheal Wilkinson Director Nov 1970 20 Dec 2013 46 other companies
David John Philip Hesketh Director May 1981 26 Mar 2026 87 other companies
David Hesketh Secretary Not published 1 Apr 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 11 people who have ever been directors, with their dates
Instant PDF download

Key dates in its history

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

Key events (7) All events (40)

2018

1 June 2018

  • Changed its registered name from "Leedham Independent Financial Advisers Limited"

FCA register

2016

6 April 2016

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

Companies House

2013

31 December 2013

  • Board replaced: all 4 directors left and 2 new directors took over

Companies House

1 April 2013

  • Regulated by the FCA from this date

FCA register

2004

1 June 2004

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

FCA register

2003

1 April 2003

  • Incorporated at Companies House

Companies House

In the full report: all 40 events

  • All 40 events in its history (7 shown here)
  • Every director appointment and resignation: 17
Instant PDF download

Firms connected to Perspective (North West)

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

connected firms
7
share a director
6
share its postcode
1

In the full report: all 7 connected firms, named

  • How each is linked: shared directors (6), the same postcode (1)
  • Who links each one: the named directors, with dates
Instant PDF download

Firms like Perspective (North West)

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

In Chorley

Cheetham Jackson LtdChorleyAuthorisedEnglish Rose Financial Planning LtdChorleyAuthorisedHesketh Financial Planning LimitedChorleyAuthorisedPatricia Anne WrayChorleyAuthorisedSuitable Financial Advice LtdChorleyAuthorisedAnton KirkpatrickChorleyAppointed representative

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 West)

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 40 events in its history
  • 7 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 West) Limited FCA authorised?
Yes, Perspective (North West) Limited (FRN 229808) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since June 2004 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Perspective (North West)’s phone number and website?
The FCA register lists the phone number 01204 366522 and the website pfgl.co.uk/northwest for Perspective (North West). If you were given different contact details, use these to check with the firm before going any further.
Is Perspective (North West) a scam or clone?
Perspective (North West) 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 West)?
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 West) to the Financial Ombudsman Service, free of charge.
Who owns Perspective (North West)?
Perspective (North West) 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 West)?
Companies House lists 3 directors of Perspective (North West): Julie Suzanne Hepworth, Ian Mitcheal Wilkinson and David John Philip Hesketh.
How long has Perspective (North West) been in business?
The company was formed on 1 April 2003, and has held its current FCA authorisation since June 2004.
Does Perspective (North West) use any other names?
It trades as DJH Perspective Wealth Management, Perspective (Belper), Perspective Connect, Perspective (Crown Wealth) and Perspective (Cumbria), and 6 more names. It has previously used 2 other names: Leedham Independent Financial Advisers Limited and Perspective (Marlborough Place).

Sources and links

The full report on Perspective (North West) Limited

£19.99 · Instant PDF download

Loading secure checkout…