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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Osmond Dennis Blackwood (no longer appointed)
FRN 715606 · Appointed 29 Oct 2020 · Until 26 Jul 2021
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Simkey Mortgages Limited (no longer appointed)
FRN 937282 · Appointed 28 Oct 2020 · Until 9 Dec 2024
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Munro Mortgage Solutions Limited (no longer appointed)
FRN 936656 · Appointed 20 Oct 2020 · Until 19 Dec 2022
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Whitaker & Seager Properties Ltd (no longer appointed)
FRN 936528 · Appointed 19 Oct 2020 · Until 21 Feb 2022
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Marcus Reilly Estate Agents Ltd (no longer appointed)
FRN 936379 · Appointed 15 Oct 2020 · Until 17 May 2022
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David Gallagher Wealth Management (no longer appointed)
FRN 936244 · Appointed 14 Oct 2020 · Until 29 Jan 2021
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Considered Mortgage Solutions Ltd (no longer appointed)
FRN 935830 · Appointed 8 Oct 2020 · Until 9 Dec 2025
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Butlers Estate Agents Ltd (no longer appointed)
FRN 447188 · Appointed 5 Oct 2020 · Until 17 May 2022
Recent activity
Updates to this firm's record on the FCA register.
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trading name added: DS Mortgages
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trading name added: Downing Finance
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trading name added: David Stephen Partners
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trading name added: Daniel Scott Financial Services
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trading name added: CW Financial
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trading name added: Kismet Finance
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trading name added: KAP Financial
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trading name added: Jones & Co Independent Financial Advice
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trading name added: JCD Wealth Management
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trading name added: Independent Mortgage Solutions