Robert Beck

Last updated
2 weeks ago
Watch for changes

Where they hold approval

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

  • 2 Plan Wealth Management Limited

    FRN 461598

    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 5 Dec 2023)
    • CF30 Customer (since 9 Nov 2023)
    • CF1 Director (AR) (since 9 Nov 2023)
  • Robert Beck Financial Services Limited

    FRN 226281

    • (1)Employed By (since 9 Nov 2023)
  • TenetConnect Limited (no longer approved here)

    FRN 149826

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Dec 2023)
    • CF30 Customer (1 Nov 2007 to 12 Dec 2023)
    • CF21 Investment Adviser (6 Mar 2006 to 31 Oct 2007)
    • CF1 Director (AR) (6 Mar 2006 to 12 Dec 2023)

Recent activity

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

  1. controlled function removed: Employed By at Robert Beck Financial Services Limited

  2. controlled function added: (1)Employed By at Robert Beck Financial Services Limited