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.

• Paul Harry Fisher

  IRN PHF00004

  • 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 (1 Nov 2007 to 20 Mar 2008)
  • CF1 Director (1 Dec 2001 to 1 Jan 2006)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Paul John Avant

  IRN PJA01058

  • 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 14 Feb 2022)
  • [FCA CF] Functions requiring qualifications (since 14 Feb 2022)
• Paul Whittaker

  IRN PXW00042

  • CF1 Director (1 Dec 2001 to 31 Dec 2003)
• Paula Yvonne Lee

  IRN PYK00003

  • CF21 Investment Adviser (1 Dec 2001 to 26 Mar 2004)
• Peter Anthony Fisher

  IRN PAF00001

  • CF21 Investment Adviser (6 May 2003 to 31 Dec 2003)
  • CF22 Investment Adviser (Trainee) (5 Feb 2003 to 6 May 2003)
• Peter James Gray

  IRN PJG00061

  • 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 (9 Sep 2013 to 8 Dec 2019)
• Peter Robert Hall

  IRN PRH00029

  • CF11 Money Laundering Reporting (3 Sep 2008 to 27 Nov 2015)
• Rachel Louise Legg

  IRN RLS00026

  • CF30 Customer (1 Nov 2007 to 22 Dec 2008)
  • CF22 Investment Adviser (Trainee) (2 Jan 2007 to 31 Oct 2007)
• Raymond John Hollis

  IRN RJH00010

  • CF1 Director (18 Feb 2002 to 31 Aug 2002)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Aug 2002)
  • CF24 Pension Transfer Specialist (1 Dec 2001 to 31 Aug 2002)
• Rebecca Abigail Lucas

  IRN RAL01123

  • [FCA CF] Functions requiring qualifications (14 Feb 2023 to 7 Aug 2023)
  • [FCA CF] Client dealing (14 Feb 2023 to 7 Aug 2023)

• 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.