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.

Gary Jackson
IRN GXJ00008
- Employed By (since 21 Mar 2023)
Helen Nicola Durrant
IRN HND01006
- Employed By (20 May 2014 to 27 Jun 2016)
Holly Elizabeth Giles
IRN HXG00243
- Employed By (since 4 Aug 2025)
Jacqueline Hodgkinson
IRN JXH02365
- Employed By (7 Jun 2011 to 1 Nov 2011)
Jake Harry Cousins
IRN JXC00285
- Employed By (14 Jan 2022 to 15 Nov 2023)
Jakob Davies
IRN JXD01126
- Employed By (since 11 Feb 2026)
James Black
IRN JXB09094
- Employed By (since 11 Dec 2018)
James Buchan Strachan
IRN JBS00026
- Employed By (25 Aug 2009 to 31 Mar 2010)
James Fox
IRN JXF00464
- Employed By (16 Jan 2023 to 31 May 2023)
James Grant
IRN JXG02214
- Employed By (since 23 Oct 2017)

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.