Chartners Mortgages Ltd

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Addresses

The contact details this firm has registered with the FCA.

The regulated activities the FCA has granted this firm permission to carry out.

Buy-to-Let Mortgage Advice
Buy-to-Let Mortgage Arranging
Investment Advice (no pensions)

For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
Mortgage Advice

For Customer, Regulated mortgage contract
Authorised to Operate
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- · The firm can only agree to carry on the regulated activities specified in this Notice.
Arranges Investments

For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
Mortgage Arranging

For Customer, Regulated mortgage contract
Buy-to-Let Start Date
Buy-to-Let Status
Credit Brokering
Debt Advice
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- · This permission is limited to debt counselling with no debt management activity
Mortgage Setup

For Customer, Regulated mortgage contract
Investment Setup

For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

Senior staff personally approved by the FCA to hold their roles here.

David Samuels
IRN DXS02127
- [FCA CF] Functions requiring qualifications (14 Oct 2020 to 2 Jan 2025)
- SMF3 Executive Director (9 Dec 2019 to 12 Dec 2024)
- Responsible for Insurance Distribution (1 Oct 2018 to 12 Dec 2024)
- Responsibility for MCD Intermediation (21 Mar 2016 to 12 Dec 2024)
- CF1 Director (9 Apr 2013 to 8 Dec 2019)
- Responsible for Insurance Mediation (9 Apr 2013 to 30 Sep 2018)
Elizabeth Schmitt
IRN EXS00014
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- [FCA CF] Functions requiring qualifications (since 14 Oct 2020)
Jack Alfred Samuels
IRN JXS00608
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- SMF16 Compliance Oversight (since 28 Nov 2024)
- SMF3 Executive Director (since 25 Oct 2024)
- Responsible for Insurance Distribution (since 25 Oct 2024)
- Responsibility for MCD Intermediation (since 25 Oct 2024)
- [FCA CF] Functions requiring qualifications (since 25 Oct 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.