Tracey Jane Beechey

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.

  • Oculus Wealth Management Limited

    FRN 605985

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 16 Jan 2026)
    • [FCA CF] Client dealing (since 16 Jan 2026)
    • Appointed representative dealing with clients for which they require qualification (since 16 Jan 2026)
    • CF1 Director (AR) (since 21 Nov 2025)
    • CF30 Customer (since 21 Nov 2025)
  • Oculus Wealth Management (Warwickshire) Limited

    FRN 1041471

    • (1)Employed By (since 21 Nov 2025)
  • Union Bancaire Privée (UK) Limited (no longer approved here)

    FRN 119250

    • [FCA CF] Manager of certification employee (11 Apr 2022 to 1 Mar 2023)
    • [FCA CF] Client dealing (10 Jun 2021 to 4 Jul 2025)
    • [FCA CF] Functions requiring qualifications (10 Jun 2021 to 4 Jul 2025)
  • HSBC UK Bank Plc (no longer approved here)

    FRN 765112

    • [FCA CF] Functions requiring qualifications (1 Jul 2018 to 22 Jan 2021)
  • HSBC Bank Plc (no longer approved here)

    FRN 114216

    • CF30 Customer (1 Nov 2007 to 15 Dec 2007)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)

Recent activity

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

No changes recorded yet.