Beckett Financial Services Limited

• Principal Place of Business

  Dettingen House

  Dettingen Way

  Bury St. Edmunds

  Suffolk

  IP33 3TU

  UNITED KINGDOM

  Phone

  +4401284754500

  Web

  https://www.beckettinvest.com

• Complaints Contact

  Dettingen House

  Dettingen Way

  Bury St. Edmunds

  Suffolk

  IP33 3TU

  UNITED KINGDOM

  Phone

  +441284754500

• P2P Lending Advice

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

• 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

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  • · 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.

• 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

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  • · 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.

• Authorised to Operate

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

• 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.

• 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.

• Adam Phillip Akerman

  IRN APA01021

  • CF30 Customer (1 Nov 2007 to 24 Jun 2008)
  • CF21 Investment Adviser (16 Nov 2005 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (24 May 2005 to 16 Nov 2005)
• Adam Ryan Borley

  IRN AXB00962

  • 11. Pension transfer specialist
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 27 Jan 2022)
  • [FCA CF] Client dealing (since 27 Jan 2022)
• Adam Woodward

  IRN APW01119

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 9 Aug 2022)
  • [FCA CF] Functions requiring qualifications (since 9 Aug 2022)
• Andrew Alan Cousins

  IRN AAC00005

  • SMF3 Executive Director (26 Jan 2021 to 1 Nov 2022)
• Andrew Beresford

  IRN AXB02102

  • CF30 Customer (1 Nov 2007 to 12 Jun 2008)
  • CF21 Investment Adviser (10 Aug 2007 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (30 Jan 2007 to 10 Aug 2007)
• Andrew Golding Peachey

  IRN AGP00017

  • CF21 Investment Adviser (1 Dec 2001 to 31 Dec 2003)
• Andrew James Nash

  IRN AJN01085

  • CF30 Customer (1 Nov 2007 to 25 Jul 2008)
  • CF21 Investment Adviser (20 Feb 2007 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (30 Nov 2006 to 20 Feb 2007)
• Angela Joy Bryant

  IRN AJB00061

  • CF11 Money Laundering Reporting (14 Jul 2005 to 31 Aug 2008)
  • CF1 Director (24 Sep 2002 to 31 Aug 2008)
• Anthony John West

  IRN AJW01447

  • 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 6 Apr 2023)
  • [FCA CF] Functions requiring qualifications (since 6 Apr 2023)
• Austin Derek Brydon

  IRN ADB00006

  • CF30 Customer (8 Apr 2014 to 14 Apr 2017)

• Waveney Valley Independent Financial Advisers Ltd

  FRN 825631 · Appointed 24 Apr 2024

• Bespoke Benefit Solutions Limited

  FRN 960931 · Appointed 21 Oct 2021

• Thomas May Financial Services Limited (no longer appointed)

  FRN 224636 · Appointed 28 Apr 2003 · Until 3 Aug 2007

• RMS Financial Services Limited (no longer appointed)

  FRN 185755 · Appointed 12 Aug 1997 · Until 13 Sep 2002

No changes recorded yet.