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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Kathryn Legge
IRN KXL00315
- (705)Appointed representative dealing with clients for which they require qualification (6 Jun 2024 to 25 Sep 2025)
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Kathy Isobel Grant
IRN KXG00291
- (53)CF2 Non Executive Director (AR) (since 22 Mar 2023)
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Katie Amanda Wilkinson
IRN KXW00163
- (516)21. Advising or arranging (bringing about) equity release transactions
- (517)Appointed representative dealing with clients for which they require qualification (since 17 Apr 2023)
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Katie Blackledge
IRN KXB17741
- (1974)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1975)Appointed representative dealing with clients for which they require qualification (since 11 Mar 2021)
- (1976)CF1 Director (AR) (since 26 Jul 2019)
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Katie Broadbent
IRN KXB00126
- (17)CF1 Director (AR) (since 25 Jan 2021)
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Katie Elizabeth Brooks
IRN KXJ00075
- (2471)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2472)Appointed representative dealing with clients for which they require qualification (since 23 Jan 2025)
- (2473)CF1 Director (AR) (since 17 Dec 2024)
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Katie Elizabeth Brown
IRN KEM01067
- (201)Appointed representative dealing with clients for which they require qualification (16 Jan 2025 to 2 Apr 2026)
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Katie Forrester
IRN KXF00164
- (775)Appointed representative dealing with clients for which they require qualification (7 Nov 2024 to 13 Dec 2025)
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Katie King
IRN KXK83666
- (2423)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2425)CF1 Director (AR) (since 9 Oct 2025)
- (2424)Appointed representative dealing with clients for which they require qualification (since 31 Mar 2022)
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Katie Louise Bowles
IRN KXB00626
- (1727)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1728)Appointed representative dealing with clients for which they require qualification (since 12 Sep 2024)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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The Mortgage Centre Direct Ltd
FRN 531959 · Appointed 21 Nov 2012
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Coast Financial Services Limited
FRN 580321 · Appointed 21 Nov 2012
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Anthony Roy Mott
FRN 590339 · Appointed 29 Oct 2012
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Sterling Mortgage Services (Nottm) Limited
FRN 589134 · Appointed 4 Oct 2012
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Kevin Williamson
FRN 588315 · Appointed 17 Sep 2012
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Advisory Financial Services
FRN 158853 · Appointed 9 May 2012
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Matt Clarke Mortgage Services Limited
FRN 579218 · Appointed 10 Apr 2012
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3one6 Solutions Limited
FRN 556071 · Appointed 10 Apr 2012
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Rachel Louise Cassidy
FRN 576673 · Appointed 6 Mar 2012
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James Alexander Financial Services Ltd.
FRN 574899 · Appointed 10 Feb 2012
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