Beech Tree PE LLP

Date authorised
4 April 2016
Companies House
OC398997
Last scraped
1 week ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    First Floor, Suite 2,
    The HQ Building, The Colony
    Altrincham Road
    Wilmslow
    Cheshire
    SK9 4LY
    UNITED KINGDOM
    Phone
    +4407810751325
    Web
    https://www.beechtreepe.com

  • Complaints Contact

    Beech Tree Private Equity
    2 The Colony Buildings
    Altrincham Road
    Wilmslow
    Cheshire East
    SK9 4LY
    UNITED KINGDOM
    Phone
    +4407810751325

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • P2P Lending Advice

    For Eligible Counterparty, Professional

  • Investment Advice (no pensions)

    For Eligible Counterparty, Professional, Certificates representing certain security, Debenture, Rights to or interests in investments (Security), Share, Warrant

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Arranges Investments

    For Eligible Counterparty, Professional, Certificates representing certain security, Debenture, Rights to or interests in investments (Security), Share, Warrant

  • Investment Setup

    For Eligible Counterparty, Professional, Certificates representing certain security, Debenture, Rights to or interests in investments (Security), Share, Warrant

  • Private Investment Funds

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Adam Rudd

    IRN AJR01298

    • SMF27 Partner (since 22 Apr 2022)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (4 Apr 2016 to 8 Dec 2019)
  • Andrea Joanne Palmer

    IRN AXP00884

    • SMF17 Money Laundering Reporting Officer (MLRO) (since 13 Dec 2023)
    • SMF16 Compliance Oversight (since 13 Dec 2023)
  • Andrew Marsh

    IRN ANM01039

    • SMF27 Partner (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • SMF16 Compliance Oversight (9 Dec 2019 to 13 Dec 2023)
    • CF30 Customer (4 Apr 2016 to 8 Dec 2019)
    • CF10 Compliance Oversight (4 Apr 2016 to 8 Dec 2019)
    • CF4 Partner (4 Apr 2016 to 8 Dec 2019)
  • Ben Cartwright

    IRN BXC01767

    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (14 Mar 2017 to 8 Dec 2019)
  • Claudia Haywood

    IRN CXH00751

    • [FCA CF] Client dealing (since 11 Dec 2023)
  • James Rosthorn

    IRN JXR00154

    • [FCA CF] Client dealing (since 12 Jul 2024)
  • Leigh Thomas

    IRN LXT00107

    • [FCA CF] Client dealing (since 9 Dec 2019)
  • Luke Burns

    IRN LXB01762

    • [FCA CF] Client dealing (since 9 Dec 2019)
    • CF30 Customer (5 Sep 2019 to 8 Dec 2019)
  • Paul Franks

    IRN PJF01117

    • SMF27 Partner (since 9 Dec 2019)
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 13 Dec 2023)
    • CF30 Customer (4 Apr 2016 to 8 Dec 2019)
    • CF4 Partner (4 Apr 2016 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (4 Apr 2016 to 8 Dec 2019)
  • Simon Hemley

    IRN SDH01110

    • [FCA CF] Client dealing (9 Dec 2019 to 19 Jan 2024)
    • CF30 Customer (11 Nov 2019 to 8 Dec 2019)

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.