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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Jessica Williams
IRN JXW00347
- (929)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (930)Appointed representative dealing with clients for which they require qualification (since 3 Mar 2021)
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Jeyaalyni Sivapathasundaram
IRN JXS00361
- (1082)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1083)Appointed representative dealing with clients for which they require qualification (since 14 May 2026)
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Joachim Claufice Ursene Mouanda
IRN JXM00814
- (2627)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2628)Appointed representative dealing with clients for which they require qualification (since 24 Feb 2025)
- (2629)CF1 Director (AR) (since 17 Feb 2025)
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Joanna McEwan
IRN JXR00213
- (1048)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1049)Appointed representative dealing with clients for which they require qualification (since 30 Oct 2025)
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Joanna Siddall
IRN JXS29029
- (489)Appointed representative dealing with clients for which they require qualification (21 Feb 2022 to 15 Jun 2023)
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Joanne Clare Carrasco
IRN JCC01199
- (3471)SMF3 Executive Director (since 9 Dec 2019)
- (1435)CF1 Director (10 Jan 2018 to 8 Dec 2019)
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Joanne Haddock
IRN JXH00380
- (2723)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2724)Appointed representative dealing with clients for which they require qualification (since 17 Jul 2025)
- (2725)CF1 Director (AR) (since 10 Jun 2025)
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Joanne Lee
IRN JXL00017
- (409)Appointed representative dealing with clients for which they require qualification (13 Jan 2022 to 31 Mar 2023)
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Joanne Louise Beale
IRN JXB01229
- (281)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (280)21. Advising or arranging (bringing about) equity release transactions
- (282)Appointed representative dealing with clients for which they require qualification (since 29 Sep 2023)
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Jodie Elizabeth Bottomer
IRN JES01143
- (1883)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1884)Appointed representative dealing with clients for which they require qualification (since 11 Mar 2021)
- (1885)CF1 Director (AR) (since 29 Jan 2016)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Probitas Financial Solutions Ltd (no longer appointed)
FRN 940635 · Appointed 25 Feb 2022 · Until 10 Aug 2023
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Right Choice Mortgages Ltd (no longer appointed)
FRN 946549 · Appointed 23 Feb 2022 · Until 14 Feb 2023
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Gillespie & Co Mortgages Ltd (no longer appointed)
FRN 970250 · Appointed 18 Feb 2022 · Until 2 Jun 2023
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Taylor & Co Financial Limited (no longer appointed)
FRN 970291 · Appointed 18 Feb 2022 · Until 30 Dec 2025
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Red House Mortgages and Protection Ltd (no longer appointed)
FRN 788995 · Appointed 4 Feb 2022 · Until 15 Dec 2022
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The Mortgage Advice Club Ltd (no longer appointed)
FRN 969312 · Appointed 4 Feb 2022 · Until 1 Feb 2024
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