BEACH U.K. LIMITED
aka Beach Independent Financial Advisers, BEACH U.K. LIMITED
About
Beach IFA is an Independent Financial Advisor (IFA) in Shrewsbury, Shropshire. Providing truly independent pensions, financial, and investment advice.
Source: beachifa.co.ukContact & Location
Regulatory Information
- FRN
- 143911
- Status
- Authorised
- Date Authorised
- 1 December 2001
- Years Authorised
- 24 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Advising on regulated mortgage contracts
- ✓Making arrangements with a view to transactions in investments
- ✓Dealing in investments as agent
- ✓Assisting in the administration and performance of a contract of insurance
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 02323798
- Company Status
- Active
- Incorporation Date
- 1 December 1988
- Directors
- 3
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 August 2024
- SIC Codes
- 65110, 65120
Team (11)
Joanne Smith
ApprovedRobert Stephen Dalziel
ApprovedCertifiedMaxwell Joseph Fraser Dalziel
ApprovedCertifiedKevin David Hampton
No longer requiredDaryl Anthony Gidley
ApprovedCertifiedRuth Marie Burley
No longer requiredNicholas Robert Ling
CertifiedJohn Hannah
No longer requiredWayne Lloyd Beach
No longer requiredPaul John Hewitt
No longer requiredLeanne Corinne Lees
No longer required
Quick Facts
- Shrewsbury, West Midlands
- 24 years FCA-authorised
- 14 registered individuals
- 5 specialisms
- 11 FCA permissions
- CH 02323798
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.