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.

Mark Paterson
IRN MPP01044
- Employed By (26 Jun 2015 to 4 Jun 2016)
Michael Dennis Smith
IRN MDS01244
- Employed By (since 12 Sep 2022)
Michael Pinder
IRN MXP00024
- Employed By (18 Mar 2015 to 26 Mar 2015)
Mohammed Zahid Asghar
IRN MZA01010
- Employed By (28 Sep 2017 to 9 Jul 2018)
Neil Adams
IRN NJA01039
- Employed By (since 28 Oct 2024)
Nicola Ann Howatson
IRN NAH01076
- Employed By (8 Aug 2013 to 31 Mar 2014)
Nigel John Strutt
IRN NJS00012
- Employed By (6 Nov 2007 to 29 Mar 2009)
Olivia Rowell
IRN OXR00031
- Employed By (since 5 Jul 2025)
Omar Orville Morris
IRN OXM01057
- Employed By (16 Oct 2013 to 5 Dec 2013)
Paul Alexis Janes
IRN PAJ00018
- Employed By (since 15 Apr 2008)
- Employed By (13 Feb 2008 to 14 Mar 2008)

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.