Robert Beckley

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.

  • Clarity Wealth Management LLP

    FRN 575252

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 3 Oct 2022)
    • [FCA CF] Client dealing (since 3 Oct 2022)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Sep 2022)
  • Quilter Financial Planning Solutions Limited (no longer approved here)

    FRN 184591

    • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
    • CF21 Investment Adviser (30 Mar 2007 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (16 Nov 2006 to 30 Mar 2007)
  • Morgans Ltd (no longer approved here)

    FRN 159488

    • CF21 Investment Adviser (1 Dec 2001 to 12 Sep 2005)

Recent activity

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

No changes recorded yet.