Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
Regency HouseSuites 7&9BasildonEssexSS14 3FRUNITED KINGDOM- Phone
- +4403456465505
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Complaints Contact
Regency HouseSuites 7&9BasildonEssexSS14 3FRUNITED KINGDOM- Phone
- +4403456465535
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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Investment Advice (no pensions)
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Arranges Investments
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Credit Brokering
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Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
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Mortgage Setup
For Customer, Regulated mortgage contract
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Investment Setup
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Matthew Robin Cox
IRN MXC00932
- (762)Appointed representative dealing with clients for which they require qualification (23 Mar 2023 to 28 Jun 2024)
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Matthew Rowntree
IRN MXR00243
- (3346)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (3347)Appointed representative dealing with clients for which they require qualification (since 22 Jul 2022)
- (3348)CF1 Director (AR) (since 13 Jun 2022)
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Matthew Sidnell
IRN MXS05558
- (1562)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1563)Appointed representative dealing with clients for which they require qualification (since 24 Apr 2026)
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Matthew Simon Williams
IRN MXW00289
- (1024)Appointed representative dealing with clients for which they require qualification (11 Mar 2021 to 5 Dec 2022)
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Matthew Tyler Marsh
IRN MXM00783
- (845)Appointed representative dealing with clients for which they require qualification (27 Jul 2022 to 2 Jun 2023)
- (846)CF1 Director (AR) (17 Jul 2022 to 2 Jun 2023)
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Maureen Jacqueline Morrow
IRN MXM00419
- (1023)Appointed representative dealing with clients for which they require qualification (11 Mar 2021 to 25 Oct 2022)
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Maureen Millerson
IRN MXM04351
- (2998)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2997)21. Advising or arranging (bringing about) equity release transactions
- (2999)Appointed representative dealing with clients for which they require qualification (since 11 Mar 2021)
- (3000)CF1 Director (AR) (since 9 Apr 2018)
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Maxwell Tailby
IRN MXT00340
- (3420)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (3421)Appointed representative dealing with clients for which they require qualification (since 29 Jun 2023)
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Megan Croucher
IRN MXC01003
- (210)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (211)Appointed representative dealing with clients for which they require qualification (since 31 Jul 2023)
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Megan Lee Hall
IRN MXH00393
- (3379)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (3381)CF1 Director (AR) (since 27 Mar 2023)
- (3380)Appointed representative dealing with clients for which they require qualification (since 23 Feb 2023)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Pinnacle Mortgage Specialist Ltd.
FRN 591049 · Appointed 16 Nov 2021
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John Reynolds
FRN 200202 · Appointed 8 Nov 2021
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Mint Financial Solutions Limited
FRN 477566 · Appointed 7 Nov 2021
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Tony Chan
FRN 447852 · Appointed 5 Nov 2021
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A & J Mortgages Limited
FRN 206516 · Appointed 1 Nov 2021
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Curwins Financial & Mortgage Advisers Ltd
FRN 165203 · Appointed 1 Nov 2021
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John Howard Bethel
FRN 408026 · Appointed 29 Oct 2021
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Nest Mortgage Advice Ltd
FRN 961196 · Appointed 23 Oct 2021
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Thickbroom Mortgages LLP
FRN 961197 · Appointed 23 Oct 2021
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Abbeygate Financial Consultancy Limited
FRN 175377 · Appointed 22 Oct 2021
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (3459)CF1 Director (AR)
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controlled function added: (3458)SMF3 Executive Director
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controlled function added: (3457)SMF1 Chief Executive
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controlled function added: (3456)Responsible for Insurance Distribution
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controlled function added: (3455)Responsibility for MCD Intermediation
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controlled function added: (3454)SMF3 Executive Director
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controlled function added: (3453)CF1 Director (AR)
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controlled function added: (3452)Appointed representative dealing with clients for which they require qualification
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controlled function added: (3451)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (3450)CF1 Director (AR)