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.

James Murphy
IRN JXM04016
- Employed By (9 Sep 2022 to 2 Jan 2024)
John King
IRN JXK01458
- Employed By (21 Oct 2015 to 28 Jun 2016)
John William Bishop
IRN JWB01205
- Employed By (12 May 2017 to 3 Aug 2018)
Keri Davies
IRN KWD00004
- Employed By (9 Oct 2014 to 2 Jun 2015)
Lidia Hossell
IRN LXK01388
- Employed By (25 Aug 2022 to 23 May 2025)
Linzi Anne Gair
IRN LAG01035
- Employed By (15 Dec 2017 to 28 Feb 2019)
Lucy Atthis
IRN LMA01043
- Employed By (20 Sep 2016 to 11 Jan 2019)
Madeleine HOLLANDS
IRN MEH01169
- Employed By (16 Jan 2017 to 29 Jul 2022)
Mark Andrew Hurst
IRN MAH01362
- Employed By (since 3 Feb 2009)
Mark David Blanchard
IRN MDB00039
- Employed By (28 Aug 2012 to 31 Dec 2012)

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.