Paul Beeson

Last updated
2 weeks ago
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Where they hold approval

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

  • Imperial Financial Planning Limited

    FRN 178502

    • (1)Employed By (since 24 Jan 2024)
    • (7)Employed By (28 Sep 2004 to 23 Jan 2024)
  • 2 Plan Wealth Management Limited

    FRN 461598

    • 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
    • Appointed representative dealing with clients for which they require qualification (since 16 Jan 2024)
    • CF1 Director (AR) (since 5 Nov 2023)
    • CF30 Customer (since 5 Nov 2023)
  • TenetConnect Services Limited (no longer approved here)

    FRN 150643

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Jan 2024)
    • CF1 Director (AR) (30 Dec 2015 to 23 Jan 2024)
    • CF30 Customer (1 Nov 2007 to 23 Jan 2024)
    • CF21 Investment Adviser (28 Sep 2004 to 31 Oct 2007)
    • CF7 Sole Trader (AR) (28 Sep 2004 to 31 Jan 2007)
  • Elevate Portfolio Services Limited (no longer approved here)

    FRN 144849

    • CF21 Investment Adviser (1 Dec 2001 to 30 Jul 2004)
    • CF7 Sole Trader (AR) (1 Dec 2001 to 30 Jul 2004)
  • Aviva Administration Limited (no longer approved here)

    FRN 185746

    • CF7 Sole Trader (AR) (1 Dec 2001 to 30 Jul 2004)
    • CF21 Investment Adviser (1 Dec 2001 to 30 Jul 2004)

Recent activity

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

  1. controlled function removed: Employed By at Imperial Financial Planning Limited

  2. controlled function added: (7)Employed By at Imperial Financial Planning Limited

  3. controlled function added: (1)Employed By at Imperial Financial Planning Limited