Alison Margaret Beardsell

Last updated
1 week ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Perspective (North East) Limited

    FRN 150317

    • 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)
    • CF30 Customer (since 5 Feb 2026)
    • [FCA CF] Functions requiring qualifications (since 25 Nov 2025)
    • [FCA CF] Client dealing (since 25 Nov 2025)
  • Watson Buckle Wealth Management Limited

    FRN 490073

    • (2)Employed By (since 5 Feb 2026)
  • WPS ADVISORY Ltd (no longer approved here)

    FRN 624546

    • [FCA CF] Functions requiring qualifications (13 Jun 2025 to 17 Oct 2025)
    • [FCA CF] Client dealing (26 Mar 2025 to 17 Oct 2025)
  • Clayton Holmes Naisbitt Financial Consultancy LLP (no longer approved here)

    FRN 485351

    • [FCA CF] Client dealing (9 May 2023 to 29 Nov 2024)
    • [FCA CF] Functions requiring qualifications (9 May 2023 to 29 Nov 2024)
  • Heritage Wealth Solutions Ltd (no longer approved here)

    FRN 678847

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 2 Jul 2021)
    • [FCA CF] Client dealing (9 Dec 2019 to 2 Jul 2021)
    • CF30 Customer (1 Jul 2018 to 8 Dec 2019)
  • Phoenix Wealth Services Limited (no longer approved here)

    FRN 465753

    • CF30 Customer (3 Sep 2010 to 17 May 2013)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF30 Customer (23 Jan 2009 to 16 Sep 2010)
  • Clydesdale Bank Plc (no longer approved here)

    FRN 121873

    • CF30 Customer (2 Nov 2007 to 15 Feb 2009)

Recent activity

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

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