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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Jake Edward Cole
IRN JXC00482
- (2984)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2985)Appointed representative dealing with clients for which they require qualification (since 30 Aug 2024)
- (2986)CF1 Director (AR) (since 3 Jul 2024)
- (1407)Appointed representative dealing with clients for which they require qualification (11 Mar 2021 to 17 Nov 2022)
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Jake Gallimore
IRN JXG00993
- (1598)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1599)Appointed representative dealing with clients for which they require qualification (since 22 Dec 2025)
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Jake Morton
IRN JCM00041
- (1435)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1436)Appointed representative dealing with clients for which they require qualification (since 11 Mar 2021)
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Jake Price
IRN JXP00994
- (139)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (140)Appointed representative dealing with clients for which they require qualification (since 10 Jul 2024)
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James Adams
IRN JXA00168
- (921)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (922)Appointed representative dealing with clients for which they require qualification (since 12 Feb 2024)
- (1139)Appointed representative dealing with clients for which they require qualification (3 Mar 2021 to 9 Jun 2023)
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James Adams
IRN JXA01958
- (189)Appointed representative dealing with clients for which they require qualification (16 Jan 2024 to 31 May 2024)
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James Alexander Blake
IRN JXB07543
- (2864)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2865)Appointed representative dealing with clients for which they require qualification (since 11 Mar 2021)
- (2866)CF1 Director (AR) (since 6 Nov 2018)
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James Alexander Halstead
IRN JAH01453
- (2578)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2579)Appointed representative dealing with clients for which they require qualification (since 11 Mar 2021)
- (2580)CF1 Director (AR) (since 19 Nov 2014)
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James Alexander McKee
IRN JXM00539
- (1044)Appointed representative dealing with clients for which they require qualification (11 Mar 2021 to 25 Oct 2022)
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James Andrew Foley
IRN JXF00454
- (1345)Appointed representative dealing with clients for which they require qualification (31 May 2023 to 30 Aug 2024)
- (1346)CF1 Director (AR) (28 Nov 2022 to 30 Aug 2024)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Guardian Mortgages Limited (no longer appointed)
FRN 952069 · Appointed 2 Jun 2021 · Until 9 Dec 2021
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STERLING PRIVATE FINANCIAL LTD (no longer appointed)
FRN 923193 · Appointed 26 May 2021 · Until 25 Jan 2022
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Linda Stringer Individual Estate Agency Ltd (no longer appointed)
FRN 946929 · Appointed 14 May 2021 · Until 17 May 2022
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Venture Finance Limited (no longer appointed)
FRN 918075 · Appointed 14 May 2021 · Until 23 May 2022
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JP Tailored Mortgage Solutions Limited (no longer appointed)
FRN 950750 · Appointed 10 May 2021 · Until 24 Jun 2021
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Planet Mortgages Limited (no longer appointed)
FRN 950629 · Appointed 7 May 2021 · Until 20 Sep 2021
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Ashton (Estate Agency) Limited (no longer appointed)
FRN 200935 · Appointed 4 May 2021 · Until 21 Feb 2022
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