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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Lisa Beaumont
IRN LXB00116
- (378)Appointed representative dealing with clients for which they require qualification (13 May 2021 to 2 Feb 2024)
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Lisa Brown
IRN LXB00270
- (493)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (494)Appointed representative dealing with clients for which they require qualification (since 24 Jun 2022)
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Lisa Georgina Carol Windley
IRN LGD01025
- (180)CF1 Director (AR) (18 Feb 2016 to 5 May 2017)
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Lisa Hart-Cadman
IRN LXH00707
- (1550)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1551)Appointed representative dealing with clients for which they require qualification (since 21 May 2026)
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Lisa Helen Clements
IRN LXH58735
- (471)Appointed representative dealing with clients for which they require qualification (9 Jan 2025 to 31 Mar 2026)
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Lisa Jane Minister
IRN LXM00374
- (408)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (409)Appointed representative dealing with clients for which they require qualification (since 16 Jan 2024)
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Lisa Jayne Poole
IRN LXP24180
- (3273)21. Advising or arranging (bringing about) equity release transactions
- (3274)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (3275)Appointed representative dealing with clients for which they require qualification (since 11 Mar 2021)
- (3276)CF1 Director (AR) (since 21 Nov 2019)
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Lisa Marie Cassidy
IRN LXC83348
- (1205)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1206)Appointed representative dealing with clients for which they require qualification (since 22 Mar 2021)
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Lisa Marie Hibberd
IRN LXH00539
- (160)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (161)Appointed representative dealing with clients for which they require qualification (since 3 Nov 2025)
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Lisa Marie Nightingale
IRN LXN00186
- (1552)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1553)Appointed representative dealing with clients for which they require qualification (since 21 May 2026)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Apple Tree Mortgage Services Ltd
FRN 926610 · Appointed 22 May 2020
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White Mortgage Advice Limited
FRN 927736 · Appointed 21 May 2020
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Wentworth Private Finance Ltd
FRN 925497 · Appointed 1 May 2020
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Natasha Rawlins
FRN 924649 · Appointed 17 Apr 2020
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Christopher Evans
FRN 923719 · Appointed 1 Apr 2020
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Oakdene Mortgages Limited
FRN 923721 · Appointed 1 Apr 2020
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Isk Complete Mortgages Ltd
FRN 923706 · Appointed 1 Apr 2020
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The Mortgage Pride Ltd
FRN 923500 · Appointed 29 Mar 2020
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Steven Coulburn
FRN 922682 · Appointed 13 Mar 2020
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Source My Mortgage Ltd
FRN 922488 · Appointed 10 Mar 2020
Recent activity
Updates to this firm's record on the FCA register.
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trading name added: Helen Dagless Financial Solutions
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trading name added: Headfirst Mortgages
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trading name added: Haven Home Loans
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trading name added: Harmattan Mortgages
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trading name added: H B Financial Solutions
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trading name added: Mortgage Enquiry
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trading name added: Mortgage Advisory Services (South East)
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trading name added: Mortgage 1st
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trading name added: More Financial Solutions
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trading name added: Money Financial Solutions