Steven Robert Beckley

Last updated
3 weeks ago
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Where they hold approval

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

  • EFG Private Bank Limited

    FRN 144036

    • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
    • [FCA CF] Material risk taker (since 7 Mar 2016)
    • [FCA CF] Functions requiring qualifications (since 7 Mar 2016)
    • CF30 Customer (1 Nov 2007 to 6 Mar 2016)
    • CF21 Investment Adviser (3 Aug 2006 to 31 Oct 2007)
  • Coutts & Company (no longer approved here)

    FRN 122287

    • CF21 Investment Adviser (9 Nov 2005 to 30 May 2006)
    • CF22 Investment Adviser (Trainee) (29 Aug 2003 to 9 Nov 2005)

Recent activity

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

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