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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Georgina Luisa Michael
IRN GLM01037
- (1356)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1355)21. Advising or arranging (bringing about) equity release transactions
- (1357)Appointed representative dealing with clients for which they require qualification (since 11 Mar 2021)
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Georgina Rebecca Hall
IRN GXH00141
- (902)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (903)Appointed representative dealing with clients for which they require qualification (since 9 May 2022)
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Gerald David Selvey
IRN GDS00020
- (1369)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1368)21. Advising or arranging (bringing about) equity release transactions
- (1370)Appointed representative dealing with clients for which they require qualification (since 9 Oct 2025)
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Geraldine Jessie Williams
IRN GJW01164
- (2940)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2943)CF1 Director (AR) (since 13 Oct 2025)
- (2942)Appointed representative dealing with clients for which they require qualification (since 11 Mar 2021)
- (2941)CF4 Partner (AR) (since 11 Jun 2018)
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Gerard James Murphy
IRN GJM00022
- (1518)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1519)Appointed representative dealing with clients for which they require qualification (since 5 Jun 2025)
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Gerard Patrick Lundy
IRN GPL01051
- (62)CF1 Director (AR) (since 23 Jun 2015)
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Gerard Piers Hucker
IRN GXH00153
- (770)21. Advising or arranging (bringing about) equity release transactions
- (771)Appointed representative dealing with clients for which they require qualification (since 11 Mar 2021)
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Gerardo Lombardi
IRN GXL00014
- (2513)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2514)Appointed representative dealing with clients for which they require qualification (since 11 Mar 2021)
- (2515)CF1 Director (AR) (since 20 May 2020)
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Gergana Stefanova
IRN GXS00520
- (783)Appointed representative dealing with clients for which they require qualification (25 Aug 2023 to 1 Jan 2024)
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Giles David Makinson
IRN GXM00216
- (313)CF1 Director (AR) (14 Apr 2023 to 19 Oct 2023)
- (312)Appointed representative dealing with clients for which they require qualification (30 Mar 2023 to 19 Oct 2023)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Homekey Mortgage Solutions Ltd (no longer appointed)
FRN 923718 · Appointed 1 Apr 2020 · Until 1 Nov 2022
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Quantock Financial Services Ltd (no longer appointed)
FRN 923069 · Appointed 20 Mar 2020 · Until 17 May 2024
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G W Property Finance Limited (no longer appointed)
FRN 922568 · Appointed 12 Mar 2020 · Until 18 Feb 2022
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Abode Mortgage & Protection Solutions Limited (no longer appointed)
FRN 922389 · Appointed 9 Mar 2020 · Until 1 Apr 2026
Recent activity
Updates to this firm's record on the FCA register.
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trading name added: Cartmel Mortgages
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trading name added: Bureside Mortgage Services
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trading name added: Bright Financial
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trading name added: Belvoir Mortgages
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trading name added: Axis Mortgage Services
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trading name added: Avenue Finance
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trading name added: Fraser Mortgages
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trading name added: Fraser Mortgage Services
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trading name added: Franklin Mortgage Solutions
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trading name added: Evolve Financial Solutions