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.

• Lynda Jane Turner

  IRN LJB00003

  • CF30 Customer (1 Nov 2007 to 11 Jan 2008)
  • CF21 Investment Adviser (29 Aug 2006 to 31 Oct 2007)
• Lynne Ann Hobden-Clarke

  IRN LAH01050

  • CF1 Director (19 Feb 2002 to 27 Sep 2010)
• Mark David Hall

  IRN MDH01185

  • Responsible for Insurance Distribution (since 10 Sep 2025)
  • SMF16 Compliance Oversight (since 9 Sep 2025)
  • CF1 Director (AR) (since 24 Apr 2024)
  • SMF3 Executive Director (since 20 Jan 2022)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
  • CF11 Money Laundering Reporting (19 Nov 2015 to 8 Dec 2019)
• Mark Ian Giles

  IRN MIG01014

  • 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 Jul 2021)
  • [FCA CF] Functions requiring qualifications (since 22 Jul 2021)
• Matthew Paul Baines

  IRN MPB01131

  • 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 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (9 Oct 2018 to 8 Dec 2019)
• Michael Trawford

  IRN MJT00069

  • 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 4 Aug 2022)
  • [FCA CF] Client dealing (since 4 Aug 2022)
• Neil Leonard Michael Sims

  IRN NLS00001

  • CF8 Apportionment and Oversight (1 Dec 2001 to 30 Apr 2003)
  • CF21 Investment Adviser (1 Dec 2001 to 30 Apr 2003)
  • CF24 Pension Transfer Specialist (1 Dec 2001 to 30 Apr 2003)
  • CF1 Director (1 Dec 2001 to 30 Apr 2003)
  • CF3 Chief Executive (1 Dec 2001 to 30 Apr 2003)
• Nicola Claire Payne

  IRN NCP00004

  • SMF3 Executive Director (9 Dec 2019 to 6 Aug 2020)
  • CF1 Director (1 Jan 2011 to 8 Dec 2019)
  • CF30 Customer (1 Nov 2007 to 1 Dec 2009)
  • CF24 Pension Transfer Specialist (21 Aug 2002 to 31 Oct 2007)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Pankaj Patel

  IRN PXP00038

  • CF24 Pension Transfer Specialist (9 Aug 2004 to 31 Jan 2005)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Jan 2005)
• Paul Anthony Waggitt

  IRN PAW01211

  • 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] Functions requiring qualifications (since 1 Dec 2025)
  • [FCA CF] Client dealing (since 1 Dec 2025)

• 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.