Bishopgate Limited

• Principal Place of Business

  44 Bridge Road

  Crosby

  Liverpool

  Merseyside

  L23 6SG

  UNITED KINGDOM

  Phone

  +4401519240775

  Web

  https://www.mdbeckett.co.uk

• Complaints Contact

  44 Bridge Road

  Crosby

  Liverpool

  Merseyside

  L23 6SG

  UNITED KINGDOM

  Phone

  +4401519240775

• Buy-to-Let Mortgage Arranging

• P2P Lending Advice

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Stakeholder pension scheme, Unit

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  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from: i) pension policies with a Guaranteed Annuity Rate (for the avoidance of doubt, this includes policies which are retirement annuity contracts with a minimum guaranteed income, where that income satisfies limb (b) of the Glossary definition of Guaranteed Annuity Rate); ii) defined contribution occupational schemes without safeguarded benefits.

• 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.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• 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

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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.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

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  • · This permission is limited to debt counselling with no debt management activity

• Mortgage Setup

  For Customer, Regulated mortgage contract

• 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.

• Andrew John Sawrey

  IRN AJS00007

  • [FCA CF] Client dealing (10 Jan 2022 to 16 Jan 2023)
  • [FCA CF] Functions requiring qualifications (10 Jan 2022 to 16 Jan 2023)
• Ann Elizabeth Potter

  IRN AEP01049

  • 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 23 Feb 2026)
  • [FCA CF] Functions requiring qualifications (since 23 Feb 2026)
• David Edwards Wilson

  IRN DEW00025

  • CF21 Investment Adviser (2 Mar 2004 to 1 Jul 2007)
• Linda Doreen Carvell

  IRN LXC00103

  • [FCA CF] Functions requiring qualifications (8 Dec 2020 to 21 Nov 2022)
• Lynn Janet McNally

  IRN LJM01107

  • 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 23 Feb 2026)
  • [FCA CF] Client dealing (since 23 Feb 2026)
• Mark Douglas Beckett

  IRN MXB00176

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 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 8 Dec 2020)
  • [FCA CF] Client dealing (since 8 Dec 2020)
  • SMF3 Executive Director (since 9 Dec 2019)
  • SMF16 Compliance Oversight (since 9 Dec 2019)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
  • Responsible for Insurance Distribution (since 1 Oct 2018)
  • Responsibility for MCD Intermediation (since 21 Mar 2016)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
  • CF8 Apportionment and Oversight (2 Mar 2004 to 31 Mar 2009)
  • CF1 Director (2 Mar 2004 to 8 Dec 2019)
  • CF10 Compliance Oversight (2 Mar 2004 to 8 Dec 2019)
  • CF11 Money Laundering Reporting (2 Mar 2004 to 8 Dec 2019)
  • CF21 Investment Adviser (2 Mar 2004 to 31 Oct 2007)
  • CF24 Pension Transfer Specialist (2 Mar 2004 to 31 Oct 2007)

No changes recorded yet.