Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
Regency HouseSuites 7&9BasildonEssexSS14 3FRUNITED KINGDOM- Phone
- +4403456465505
-
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.
-
Buy-to-Let Mortgage Advice
-
Buy-to-Let Mortgage Arranging
-
Investment Advice (no pensions)
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
-
Mortgage Advice
For Customer, Regulated mortgage contract
-
Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
-
Arranges Investments
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
-
Mortgage Arranging
For Customer, Regulated mortgage contract
-
Credit Brokering
-
Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
-
Mortgage Setup
For Customer, Regulated mortgage contract
-
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.
-
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)
-
Katrina Drury
IRN KXF00045
- (357)Appointed representative dealing with clients for which they require qualification (23 Feb 2022 to 17 Nov 2022)
-
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)
-
Katy Baker
IRN KXB00406
- (41)CF1 Director (AR) (since 3 Aug 2022)
-
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)
-
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)
-
Kayleigh Dacey
IRN KXD01581
- (30)CF1 Director (AR) (since 1 May 2018)
-
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)
-
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)
-
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.
-
Abode Mortgages Limited
FRN 669657 · Appointed 3 Feb 2015
-
Leah Albert
FRN 666934 · Appointed 20 Jan 2015
-
Stephen Cham Mortgage and Financial Services Ltd
FRN 666613 · Appointed 19 Jan 2015
-
Key To Mortgages Limited
FRN 660793 · Appointed 18 Dec 2014
-
Mortgage Advice Shop (NI) Ltd
FRN 441035 · Appointed 2 Dec 2014
-
Salcey Mortgages Ltd
FRN 651677 · Appointed 27 Oct 2014
-
Agentis Financial and Mortgage Solutions Limited
FRN 631659 · Appointed 8 Sep 2014
-
Rod Conway Financial Services Ltd
FRN 188951 · Appointed 16 Jul 2014
-
Lanarkshire Mortgage and Insurance Services Ltd
FRN 490018 · Appointed 3 Jul 2014
-
Mortgage & Financial Planning (Wells) Ltd
FRN 626964 · Appointed 30 Jun 2014
Recent activity
Updates to this firm's record on the FCA register.
-
trading name added: Helen Dagless Financial Solutions
-
trading name added: Headfirst Mortgages
-
trading name added: Haven Home Loans
-
trading name added: Harmattan Mortgages
-
trading name added: H B Financial Solutions
-
trading name added: Mortgage Enquiry
-
trading name added: Mortgage Advisory Services (South East)
-
trading name added: Mortgage 1st
-
trading name added: More Financial Solutions
-
trading name added: Money Financial Solutions