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.

  • Richard Anthony Smith

    IRN RAS01313

    • CF30 Customer (16 Mar 2009 to 30 Apr 2009)
  • Richard Leigh Jones

    IRN RXJ00163

    • CF1 Director (AR) (since 25 Jan 2022)
  • Robert Charles Beckett

    IRN RCB00012

    • CF1 Director (1 Dec 2001 to 8 Oct 2018)
  • Robert Ian McNeish

    IRN RIM00008

    • CF1 Director (1 Dec 2001 to 10 May 2002)
  • Russell Hall

    IRN RXH00081

    • 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 1 Dec 2025)
    • [FCA CF] Functions requiring qualifications (since 1 Dec 2025)
  • Sally Ann Austerberry

    IRN SAA00004

    • Responsible for Insurance Mediation (14 Jan 2005 to 9 Sep 2008)
    • CF8 Apportionment and Oversight (1 Dec 2001 to 9 Sep 2008)
    • CF11 Money Laundering Reporting (1 Dec 2001 to 14 Jul 2005)
    • CF10 Compliance Oversight (1 Dec 2001 to 9 Sep 2008)
    • CF1 Director (1 Dec 2001 to 8 Oct 2018)
  • Samuel Brett

    IRN SXB00310

    • 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)
  • Scott Wright

    IRN SXW02322

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 23 Jun 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 23 Jun 2023)
    • CF30 Customer (15 Feb 2018 to 8 Dec 2019)
  • Sheila Jane Campbell Boath

    IRN SJB00165

    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2002)
  • Simon Christopher Hill

    IRN SXH00064

    • CF21 Investment Adviser (1 Dec 2001 to 9 Aug 2002)
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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.