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.

• Benjamin Charles Brinkley-Everard

  IRN BCB01039

  • 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 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • SMF3 Executive Director (9 Dec 2019 to 11 Aug 2025)
  • CF1 Director (22 Oct 2015 to 8 Dec 2019)
  • CF30 Customer (1 Nov 2010 to 8 Dec 2019)
• Benjamin Eustace Ryrie

  IRN BER01020

  • CF1 Director (18 Jul 2007 to 27 Oct 2009)
• Bernard Stewart-Deane

  IRN BXS01228

  • CF1 Director (18 Feb 2002 to 31 Dec 2003)
• Brian Stuart Carruthers

  IRN BSC01019

  • CF1 Director (AR) (9 May 2003 to 3 Aug 2007)
• Caroline Vanessa Bark

  IRN CVY00001

  • CF30 Customer (1 Nov 2007 to 18 Apr 2008)
  • CF21 Investment Adviser (10 Aug 2007 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (24 Aug 2006 to 10 Aug 2007)
• Charlotte Victoria Wilson

  IRN CVF01007

  • 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)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Functions requiring qualifications (since 2 Aug 2021)
  • [FCA CF] Client dealing (since 2 Aug 2021)
• Christopher Jeffrey Alcock

  IRN CXA81367

  • [FCA CF] Functions requiring qualifications (9 May 2022 to 29 Feb 2024)
  • [FCA CF] Client dealing (9 May 2022 to 29 Feb 2024)
• Christopher Leonard Barnes

  IRN CLB01095

  • CF10 Compliance Oversight (12 Sep 2008 to 9 Mar 2009)
  • CF8 Apportionment and Oversight (19 Oct 2007 to 31 Mar 2009)
  • CF3 Chief Executive (9 Aug 2006 to 27 Oct 2009)
  • CF1 Director (8 May 2006 to 27 Oct 2009)
• David Andrew Jones

  IRN DAJ01096

  • CF30 Customer (1 Nov 2007 to 27 Feb 2008)
  • CF21 Investment Adviser (30 Jun 2006 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (1 Jul 2005 to 30 Jun 2006)
• David Charles Hudson

  IRN DCH00015

  • CF21 Investment Adviser (3 Apr 2006 to 2 Feb 2007)
  • CF22 Investment Adviser (Trainee) (4 Oct 2005 to 3 Apr 2006)

• 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.