Beech Tree PE LLP

Reference number: 719024

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When beechtreepe.com first appeared online, and whether it can receive email
  • What kind of line 07495 825369 is
  • Who else gives the postcode SK9 4LY
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FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments · Run or oversee funds FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments
  • Managing an unauthorised AIF

Limits on what they may do

  • This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.
One supervisory condition set by the FCA

These are conditions the FCA places on the firm itself, covering things like capital it must hold and what it must report. They do not change what the firm may do for you.

  • Small Authorised UK AIFM (Sub-Threshold)
    The total value of assets under management by the firm must not exceed the relevant threshold as set out in Article 3(2) of AIFMD (as determined under Chapter II, section I of the AIFMD level 2 regulation). In the event that the relevant threshold is breached, the firm must submit an application for authorisation as a Full-scope UK AIFM to the FCA

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
OC398997
Company status
Active
Company type
Limited liability partnership
Incorporated
23 March 2015 (11 years old)
Registered office
First Floor, Suite 2, The Hq Building, The Colony,, Altrincham Road, Wilmslow, Cheshire, SK9 4LY, England

Directors and company secretaries

Name Role Born Appointed Other companies
Paul Jonathan Franks LLP designated member Nov 1971 23 Mar 2015 23 other companies
Andrew Neil Marsh LLP designated member Jul 1970 23 Mar 2015 33 other companies
Adam James Rudd LLP designated member Dec 1982 1 May 2022 23 other companies
BEECH TREE PE HOLDCO LIMITED Corporate LLP designated member Not published 17 Mar 2017 4 other companies

Other companies run by these 4 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
73
closed down
26
run together
8

In the full report: all 73 companies, named

  • What each company does, and whether it is still trading
  • Which of these 4 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 8 companies these 4 directors run together
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Key dates in its history

Beech Tree PE’s history from the FCA register and Companies House, newest first.

Key events (8) All events (13)

2026

1 January 2026

  • Adam James Rudd became a part-owner (25–50% of shares)

Companies House

2017

17 March 2017

  • Andrew Neil Marsh became a part-owner (25–50% of shares)
  • Paul Jonathan Franks became a part-owner (25–50% of shares)

Companies House

2016

4 April 2016

  • Regulated by the FCA from this date
  • FCA imposed a requirement (May control but not hold client money)
  • FCA imposed a requirement (Small Authorised UK AIFM (Sub-Threshold))
  • Became authorised by the FCA

FCA register

2015

23 March 2015

  • Incorporated at Companies House

Companies House

In the full report: all 13 events

  • All 13 events in its history (8 shown here)
  • Every director appointment and resignation: 3
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Firms connected to Beech Tree PE

Other FCA-listed firms that share a director, phone number or address with Beech Tree PE. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
4
share its postcode
4

In the full report: all 4 connected firms, named

  • How each is linked: the same postcode (4)
  • Who links each one: the named directors, with dates
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Firms like Beech Tree PE

Other firms of the same type (investment or fund manager), nearest first.

In Wilmslow

Umbrella-Company LimitedWilmslowAppointed representative

In the Stockport (SK) postcode area

RLUM LimitedMacclesfieldAuthorisedClarion Investment Management LimitedAlderley EdgeAuthorisedEquilibrium Investment Management LLPCheshireAuthorisedS & T Asset Management LLPManchesterAuthorisedSelect Money LimitedAlderley EdgeAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Beech Tree PE

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 73 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 13 events in its history
  • 4 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Beech Tree PE LLP FCA authorised?
Yes, Beech Tree PE LLP (FRN 719024) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since April 2016 and works as an investment or fund manager. The FCA has placed a limit on what it may do.
What is Beech Tree PE’s phone number and website?
The FCA register lists the phone number 07495 825369 and the website beechtreepe.com for Beech Tree PE. If you were given different contact details, use these to check with the firm before going any further.
Is Beech Tree PE a scam or clone?
Beech Tree PE is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Beech Tree PE?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Beech Tree PE to the Financial Ombudsman Service, free of charge.
Who owns Beech Tree PE?
Companies House lists 3 people with significant control of Beech Tree PE: Mr Adam James Rudd (25–50% of votes), Mr Andrew Neil Marsh (25–50% of votes) and Mr Paul Jonathan Franks (25–50% of votes).
Who runs Beech Tree PE?
Companies House lists 4 directors of Beech Tree PE: Paul Jonathan Franks, Andrew Neil Marsh, Adam James Rudd and Beech Tree Pe Holdco Limited.
How long has Beech Tree PE been in business?
The company was formed on 23 March 2015, and has held its current FCA authorisation since April 2016.

Sources and links

The full report on Beech Tree PE LLP

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