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.

Paul Brian Thring
IRN PBT01021
- Employed By (6 Oct 2008 to 1 Oct 2009)
Paul Preedy
IRN PDP00009
- Employed By (21 Feb 2013 to 8 Nov 2013)
Peter Edward Doncom
IRN PXD00118
- Employed By (6 Jun 2011 to 15 May 2015)
Rollo Quinton Edwin McGrath
IRN REM00024
- Employed By (18 Feb 2015 to 18 Nov 2015)
Sean Liam Healy
IRN SLH00039
- Employed By (16 Oct 2007 to 30 May 2008)
Simon Davies
IRN SRD01095
- Employed By (since 1 Apr 2013)
Steven James Morris
IRN SJM00085
- Employed By (7 Apr 2015 to 7 Jan 2016)
Stewart Adrian Randall
IRN SAR01115
- Employed By (13 Dec 2016 to 1 May 2019)
Stuart John Watson
IRN SJW01360
- Employed By (29 Oct 2014 to 2 Jun 2015)
Thomas Neil Haskoll
IRN TNH01018
- Employed By (12 Feb 2015 to 8 Nov 2015)

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.