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.

• David James Bullard

  IRN DJB01531

  • 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 24 Apr 2024)
  • CF30 Customer (since 24 Apr 2024)
  • [FCA CF] Client dealing (since 25 Mar 2024)
  • [FCA CF] Functions requiring qualifications (since 25 Mar 2024)
• David Michael Radford

  IRN DMR01076

  • CF1 Director (AR) (9 May 2003 to 3 Aug 2007)
• David Snell

  IRN DXS00704

  • 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 13 Sep 2022)
  • [FCA CF] Functions requiring qualifications (since 13 Sep 2022)
• David Thomas Thornton

  IRN DTT00006

  • CF30 Customer (9 Mar 2009 to 3 Dec 2014)
  • CF24 Pension Transfer Specialist (27 Aug 2002 to 28 Feb 2007)
  • CF21 Investment Adviser (1 Dec 2001 to 28 Feb 2007)
• Eleanor, Victoria King

  IRN EXK00258

  • [FCA CF] Manager of certification employee (since 26 Jan 2026)
• Frances Catherine Jones

  IRN FCJ00003

  • CF24 Pension Transfer Specialist (1 Dec 2001 to 15 May 2002)
• Gareth Lee Carroll

  IRN GXC00325

  • CF1 Director (AR) (since 23 Dec 2021)
• Gavin James Wood

  IRN GJW00047

  • 11. Pension transfer specialist
  • 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)
  • 9A. Advising on P2P agreements
  • CF1 Director (AR) (since 24 Apr 2024)
  • SMF3 Executive Director (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF1 Director (22 Oct 2018 to 8 Dec 2019)
  • CF30 Customer (30 Jan 2015 to 8 Dec 2019)
• Geoffrey Paul Wilson

  IRN GPW00017

  • CF30 Customer (1 Nov 2007 to 23 Feb 2009)
  • CF1 Director (1 Dec 2001 to 2 Jul 2007)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • CF24 Pension Transfer Specialist (1 Dec 2001 to 31 Oct 2007)
• George Hinds

  IRN GXH06016

  • 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 22 Oct 2020)
  • [FCA CF] Functions requiring qualifications (since 22 Oct 2020)

• 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.