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.

  • Joshua Andrew Lamb

    IRN JAL01310

    • 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 11 Aug 2025)
    • [FCA CF] Functions requiring qualifications (since 11 Aug 2025)
  • Kaushik Govindji Bathia

    IRN KGB01022

    • CF1 Director (AR) (9 May 2003 to 3 Aug 2007)
  • Keith Anthony Isherwood

    IRN KAI00005

    • CF1 Director (1 Dec 2001 to 24 Jan 2006)
  • Kenneth Clive Bird

    IRN KCB01039

    • CF30 Customer (21 Dec 2012 to 16 Jan 2014)
  • Kevin Norton Woodthorpe

    IRN KNW01007

    • CF1 Director (AR) (9 May 2003 to 3 Aug 2007)
  • Laurie Dawson Clark

    IRN LDC00012

    • CF30 Customer (20 Jan 2010 to 4 Feb 2011)
    • CF21 Investment Adviser (1 Dec 2001 to 23 Jul 2007)
  • Lee Grant Disney

    IRN LGD00004

    • 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)
  • Lesley Delaney

    IRN LXD07043

    • SMF3 Executive Director (since 9 Dec 2019)
    • CF1 Director (22 Oct 2018 to 8 Dec 2019)
  • Lisa Jane Wilkes

    IRN LJW00007

    • CF30 Customer (1 Nov 2007 to 24 Jun 2008)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
    • CF24 Pension Transfer Specialist (1 Dec 2001 to 31 Oct 2007)
  • Louise Catton

    IRN LXC01865

    • [FCA CF] Client dealing (9 Dec 2019 to 2 Jul 2021)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 Jul 2021)
    • CF30 Customer (5 Jan 2018 to 8 Dec 2019)
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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.