Benjamin Philip Beck

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.

  • JULIAN HARRIS ADVISER NETWORK LIMITED

    FRN 304155

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 9A. Advising on P2P agreements
    • 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 25 Mar 2026)
    • [FCA CF] Client dealing (since 25 Mar 2026)
  • Julian Harris Financial Consultants

    FRN 153566

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 9A. Advising on P2P agreements
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 15 Aug 2025)
    • [FCA CF] Functions requiring qualifications (since 15 Aug 2025)
  • 2 Plan Wealth Management Limited (no longer approved here)

    FRN 461598

    • Appointed representative dealing with clients for which they require qualification (26 Jul 2024 to 29 Jul 2025)
    • CF30 Customer (16 Jun 2024 to 29 Jul 2025)
    • [FCA CF] Client dealing (23 May 2024 to 26 Jul 2024)
    • [FCA CF] Functions requiring qualifications (23 May 2024 to 26 Jul 2024)
  • TaxAssist Direct Financial Services Limited (no longer approved here)

    FRN 971520

    • (4)Employed By (16 Jun 2024 to 29 Jul 2025)
  • MRIB Limited (no longer approved here)

    FRN 454705

    • [FCA CF] Functions requiring qualifications (16 Sep 2022 to 4 Apr 2024)
    • [FCA CF] Client dealing (6 Sep 2022 to 4 Apr 2024)
  • Scottish Widows Schroder Personal Wealth Limited (no longer approved here)

    FRN 830170

    • [FCA CF] Client dealing (18 Nov 2021 to 30 Aug 2022)
    • [FCA CF] Functions requiring qualifications (18 Nov 2021 to 30 Aug 2022)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Sep 2021)
    • CF30 Customer (21 Nov 2019 to 9 Sep 2021)
  • Nigel Grice and Associates Limited (no longer approved here)

    FRN 215728

    • (1)Employed By (21 Nov 2019 to 9 Sep 2021)

Recent activity

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

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