BeaconIFA Limited

• Principal Place of Business

  Beacon House

  Red Lion Square

  Tredegar

  Gwent

  NP22 3PW

  UNITED KINGDOM

  Phone

  +4401495713900

  Web

  https://www.beaconifa.co.uk

• Complaints Contact

  Beacon House

  Red Lion Square

  Tredegar

  Blaenau Gwent

  NP22 3PW

  UNITED KINGDOM

  Phone

  +4401495713900

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

  Show 2 limitations Hide limitations

  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from: i) pension policies with a Guaranteed Annuity Rate (for the avoidance of doubt, this includes policies which are retirement annuity contracts with a minimum guaranteed income, where that income satisfies limb (b) of the Glossary definition of Guaranteed Annuity Rate); ii) defined contribution occupational schemes without safeguarded benefits.
  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Equity Release Advice

  For Customer, Home reversion plans

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Equity Release Arranging

  For Customer, Home reversion plans

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

  Show 1 limitation Hide limitations

  • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.

• Equity Release Setup

  For Customer, Home reversion plans

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Paul Michael Bird

  IRN PMB00041

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Client dealing (since 31 Aug 2020)
  • [FCA CF] Functions requiring qualifications (since 31 Aug 2020)
  • CF30 Customer (8 Jan 2014 to 8 Dec 2019)
• Peter Gareth Watkins

  IRN PXW00515

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Functions requiring qualifications (since 26 Mar 2026)
  • [FCA CF] Client dealing (since 26 Mar 2026)
• Peter Gareth Watkins

  IRN PXW00514

  • CF30 Customer (since 14 Apr 2026)
• Richard John Seward

  IRN RJS01527

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • CF30 Customer (since 31 Mar 2023)
  • [FCA CF] Client dealing (since 31 Aug 2020)
  • [FCA CF] Functions requiring qualifications (since 31 Aug 2020)
  • CF30 Customer (9 Aug 2017 to 8 Dec 2019)
• Sophie Bowe

  IRN SXB00862

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • CF1 Director (AR) (since 3 Apr 2023)
  • [FCA CF] Functions requiring qualifications (since 6 May 2022)
  • [FCA CF] Client dealing (since 6 May 2022)
• Suzanne Bowen

  IRN SXL00024

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Client dealing (since 3 Feb 2023)
  • [FCA CF] Functions requiring qualifications (since 31 Aug 2020)
• Tyenne Morgan

  IRN CXM26071

  • [FCA CF] Functions requiring qualifications (24 Feb 2023 to 24 Jul 2023)
  • [FCA CF] Client dealing (24 Feb 2023 to 24 Jul 2023)

• Bancroft Wealth LTD

  FRN 921443 · Appointed 20 Feb 2020

• Patrick Leonard Beehan (no longer appointed)

  FRN 467408 · Appointed 1 Apr 2021 · Until 17 Dec 2021

• Araemo Financial Ltd (no longer appointed)

  FRN 919874 · Appointed 4 Dec 2020 · Until 30 Jan 2023

No changes recorded yet.