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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Lisa Marie Riley
IRN LXR00092
- (1030)Appointed representative dealing with clients for which they require qualification (11 Mar 2021 to 1 Oct 2021)
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Lisa Meena Kamat
IRN LXK00060
- (723)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (724)Appointed representative dealing with clients for which they require qualification (since 11 Mar 2021)
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Lisa Morley
IRN LXM00143
- (1074)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1075)Appointed representative dealing with clients for which they require qualification (since 9 Jan 2026)
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Lisa Nannette Ivens
IRN LXI00016
- (721)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (722)Appointed representative dealing with clients for which they require qualification (since 11 Mar 2021)
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Lisa Rebecca Knowles
IRN LXK00057
- (1129)Appointed representative dealing with clients for which they require qualification (21 Mar 2023 to 26 Apr 2024)
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Lisa Rebecca Tonge
IRN LRT01025
- (3111)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (3112)Appointed representative dealing with clients for which they require qualification (since 11 Mar 2021)
- (3113)CF1 Director (AR) (since 9 Mar 2016)
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Lisa Romer
IRN LXR00331
- (703)Appointed representative dealing with clients for which they require qualification (11 Jul 2024 to 20 May 2026)
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Lisa Williams
IRN LXW00231
- (859)Appointed representative dealing with clients for which they require qualification (5 Jan 2022 to 13 May 2022)
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Lisle Durrans
IRN LXD00109
- (1086)Appointed representative dealing with clients for which they require qualification (27 Oct 2022 to 19 Sep 2023)
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Lloyd Derek Holyhead
IRN LDH00005
- (611)Appointed representative dealing with clients for which they require qualification (11 Aug 2022 to 29 Nov 2022)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Crystal Clear Financial Planning Limited
FRN 571416 · Appointed 14 Aug 2015
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Essex Mortgage and Protection Services Ltd
FRN 713763 · Appointed 13 Aug 2015
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I2I Financial Planning Group Ltd
FRN 211688 · Appointed 4 Aug 2015
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Caroline Andrea Fox
FRN 711914 · Appointed 28 Jul 2015
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Vista Mortgages Ltd
FRN 711196 · Appointed 23 Jul 2015
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UPS (Financial Services) Ltd
FRN 629551 · Appointed 1 Jul 2015
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John Lees Equity Release & Mortgage Solutions Ltd
FRN 708462 · Appointed 29 Jun 2015
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The Mortgage Shop (NI) Ltd
FRN 201108 · Appointed 16 Jun 2015
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Bubble Finance Hub Limited
FRN 705587 · Appointed 5 Jun 2015
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Birch Mortgage & Financial Solutions Limited
FRN 695488 · Appointed 15 May 2015
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (3449)Appointed representative dealing with clients for which they require qualification
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controlled function added: (3448)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (3447)Appointed representative dealing with clients for which they require qualification
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controlled function added: (3446)CF4 Partner (AR)
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controlled function added: (3445)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (3444)CF1 Director (AR)
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controlled function added: (3443)Appointed representative dealing with clients for which they require qualification
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controlled function added: (3442)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
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controlled function added: (3441)Appointed representative dealing with clients for which they require qualification
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controlled function added: (3440)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose