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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Katie Punshon
IRN KXP00326
- (254)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (255)Appointed representative dealing with clients for which they require qualification (since 13 Sep 2024)
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Katrina Drury
IRN KXF00045
- (357)Appointed representative dealing with clients for which they require qualification (23 Feb 2022 to 17 Nov 2022)
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Katrina Grant
IRN KXG01621
- (3217)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (3218)Appointed representative dealing with clients for which they require qualification (since 3 Mar 2021)
- (3219)CF1 Director (AR) (since 21 Jan 2021)
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Katy Baker
IRN KXB00406
- (41)CF1 Director (AR) (since 3 Aug 2022)
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Katy Jane Lehman
IRN KXL00005
- (1176)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1177)Appointed representative dealing with clients for which they require qualification (since 3 Mar 2021)
- (415)CF1 Director (AR) (8 Oct 2020 to 26 Apr 2024)
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Kayleigh Amber Diane Bowe
IRN KXB51350
- (1266)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1267)Appointed representative dealing with clients for which they require qualification (since 25 Jun 2024)
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Kayleigh Dacey
IRN KXD01581
- (30)CF1 Director (AR) (since 1 May 2018)
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Keeley Amber Barber
IRN KXB00057
- (1162)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1163)Appointed representative dealing with clients for which they require qualification (since 30 Sep 2025)
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Keeley Bamford
IRN KXB18357
- (1900)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1901)Appointed representative dealing with clients for which they require qualification (since 31 Oct 2023)
- (1902)CF1 Director (AR) (since 13 Sep 2023)
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Keely Deadman-Howe
IRN KXD00352
- (700)Appointed representative dealing with clients for which they require qualification (12 Sep 2024 to 11 Aug 2025)
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