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.

Daniel Hillier
IRN DXH02289
- Employed By (19 Aug 2017 to 7 Sep 2022)
Daniel Marchant
IRN DXM02320
- Employed By (5 Sep 2014 to 18 Aug 2017)
Daniel Philip Thomas
IRN DPT00020
- Employed By (18 Jul 2019 to 20 Sep 2019)
Daniel Pyle
IRN DXP00409
- Employed By (since 21 Jul 2022)
Darren Paul Faulkner
IRN DPF01045
- Employed By (23 Aug 2007 to 3 Oct 2011)
Dean Fermie
IRN DXF01579
- Employed By (since 9 Sep 2015)
Dominic D'Souza
IRN DXD01578
- Employed By (6 Sep 2016 to 6 Jul 2018)
Dominic George Higham
IRN DXH75345
- Employed By (since 22 Sep 2025)
Douglas John Borland
IRN DJB01513
- Employed By (3 Jan 2017 to 13 Jan 2017)
Elizabeth Luckett
IRN EXL00052
- Employed By (9 Mar 2021 to 10 Jan 2023)

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.