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.

• Jennifer Williams

  IRN JXW00191

  • 7. Giving personal recommendations on long-term care insurance contracts
  • 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
  • SMF3 Executive Director (since 10 Nov 2025)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (20 Aug 2018 to 8 Dec 2019)
• Jeremy Martin Boyd

  IRN JMB00060

  • CF21 Investment Adviser (1 Dec 2001 to 12 Mar 2002)
• Joel Charlie Brett

  IRN JXB04145

  • 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 29 Sep 2025)
  • [FCA CF] Functions requiring qualifications (since 29 Sep 2025)
• John Duncan McCallum

  IRN JDM00017

  • CF30 Customer (1 Nov 2007 to 16 Jun 2011)
  • CF21 Investment Adviser (10 Aug 2007 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (30 Mar 2007 to 10 Aug 2007)
• John Philip Bernard Payne

  IRN JPP00009

  • 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)
  • SMF3 Executive Director (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • CF1 Director (1 Dec 2001 to 8 Dec 2019)
• John Richard Horsman

  IRN JRH00023

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Dec 2021)
  • [FCA CF] Client dealing (9 Dec 2019 to 31 Dec 2021)
  • CF30 Customer (30 Aug 2013 to 8 Dec 2019)
  • CF24 Pension Transfer Specialist (1 Dec 2001 to 31 Oct 2007)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• John Rupert Hale

  IRN JRH00077

  • CF21 Investment Adviser (1 Dec 2001 to 30 Dec 2005)
• Jonathan Alan Davis

  IRN JAD00006

  • CF22 Investment Adviser (Trainee) (18 Dec 2001 to 18 Dec 2001)
  • CF21 Investment Adviser (18 Dec 2001 to 21 Jun 2002)
• Jonathan Daniel Law

  IRN JXL00454

  • 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 21 Dec 2021)
  • [FCA CF] Client dealing (since 21 Dec 2021)
• Jonathon Crisp

  IRN JXC00185

  • CF21 Investment Adviser (1 Dec 2001 to 31 Mar 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.