Beckett Financial Services Limited

Date authorised
1 April 2013
Companies House
02190694
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • 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

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • 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

    Show 1 limitation
    • · 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

    Show 1 limitation
    • · 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

    Show 1 limitation
    • · 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
    • · 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
    • · 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.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Glyn Hall

    IRN GXH00145

    • CF1 Director (1 Dec 2001 to 23 Jun 2006)
    • CF21 Investment Adviser (1 Dec 2001 to 11 Aug 2006)
    • CF24 Pension Transfer Specialist (1 Dec 2001 to 11 Aug 2006)
  • Graham Ronald Cochrane

    IRN GRC00035

    • CF30 Customer (1 Nov 2007 to 14 Apr 2017)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Helen Frances

    IRN HXF00126

    • [FCA CF] Client dealing (21 Aug 2024 to 26 Sep 2024)
    • [FCA CF] Functions requiring qualifications (21 Aug 2024 to 26 Sep 2024)
  • Helen Johnson

    IRN HXJ00135

    • [FCA CF] Functions requiring qualifications (6 Mar 2025 to 2 Mar 2026)
  • Henry Ian Hatfield

    IRN HIH01001

    • CF2 Non Executive Director (1 Dec 2001 to 31 Dec 2003)
  • Ian Ferguson

    IRN IXF01081

    • CF22 Investment Adviser (Trainee) (30 Jun 2005 to 31 Mar 2006)
  • Ian Harold Hubbard

    IRN IHH00003

    • 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)
    • CF30 Customer (4 Jun 2019 to 8 Dec 2019)
  • Ian James White

    IRN IJW01066

    • CF1 Director (AR) (since 24 Apr 2024)
    • SMF3 Executive Director (since 9 Dec 2019)
    • SMF16 Compliance Oversight (9 Dec 2019 to 10 Sep 2025)
    • Responsible for Insurance Distribution (1 Oct 2018 to 10 Sep 2025)
    • CF10 Compliance Oversight (9 Oct 2013 to 8 Dec 2019)
    • Responsible for Insurance Mediation (9 Oct 2013 to 30 Sep 2018)
    • CF1 Director (18 Dec 2012 to 8 Dec 2019)
  • Jane Christine Bailey

    IRN JCB01183

    • CF30 Customer (1 Nov 2007 to 30 Jun 2008)
    • CF21 Investment Adviser (24 Mar 2003 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (12 Oct 2002 to 24 Mar 2003)
  • Jennifer Louise Stringer

    IRN JLN00004

    • CF21 Investment Adviser (1 Dec 2001 to 30 Dec 2005)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.