Beals Mortgage and Financial Services Limited

This firm operates as an appointed representative of QUILTER FINANCIAL SERVICES LIMITED and Quilter Mortgage Planning Limited. Its regulated business runs under their FCA authorisations, and they're jointly legally responsible for what it does.

Addresses

The contact details this firm has registered with the FCA.

Senior staff personally approved by the FCA to hold their roles here.

Candice Olivia Fields
IRN CXF23069
- Employed By (5 Nov 2019 to 9 Jul 2020)
Catherine Ayres
IRN CXW00053
- Employed By (12 Oct 2011 to 31 May 2012)
Charles Boyd
IRN CXB00856
- Employed By (14 Jul 2024 to 31 Oct 2025)
Christopher Hughes
IRN CXH22266
- Employed By (23 Oct 2019 to 18 Jan 2021)
Christopher John Holdich
IRN CJH00027
- Employed By (27 May 2011 to 14 Nov 2011)
Christopher Milczarek
IRN CXM00992
- Employed By (since 9 Dec 2023)
Christopher Mills
IRN CJM01459
- Employed By (17 Jun 2016 to 30 Dec 2022)
Clare Cheeseman
IRN CXC00609
- Employed By (since 29 Mar 2025)
Dale Collins
IRN DXC00035
- Employed By (18 Mar 2014 to 30 Jun 2021)
Damien Laurence Gould
IRN DXG09788
- Employed By (14 Apr 2020 to 14 Oct 2022)

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

No changes recorded yet.

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.