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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Karl Anthony Lemon
IRN KAL01048
- (1293)Appointed representative dealing with clients for which they require qualification (3 Mar 2021 to 9 Mar 2021)
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Karl David Button
IRN KXB00602
- (61)CF1 Director (AR) (since 10 Jun 2024)
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Karl Joel Christopher
IRN KXC00117
- (915)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (916)Appointed representative dealing with clients for which they require qualification (since 11 Jun 2025)
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Karl John Burns
IRN KJB01184
- (2963)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2964)Appointed representative dealing with clients for which they require qualification (since 11 Mar 2021)
- (2965)CF1 Director (AR) (since 17 Apr 2018)
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Karly Marie Mcilveen
IRN KXM84937
- (2260)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2259)21. Advising or arranging (bringing about) equity release transactions
- (2261)Appointed representative dealing with clients for which they require qualification (since 3 Mar 2021)
- (2262)CF1 Director (AR) (since 24 Jun 2020)
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Kartika Harishkumar Shah
IRN KXS00198
- (731)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (732)Appointed representative dealing with clients for which they require qualification (since 11 Mar 2021)
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Katarzyna Makarewicz
IRN KXM00244
- (580)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (581)Appointed representative dealing with clients for which they require qualification (since 17 Mar 2025)
- (986)Appointed representative dealing with clients for which they require qualification (7 Jun 2022 to 28 Feb 2025)
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Katarzyna Pietrus Grygiel
IRN KXP00229
- (1737)CF1 Director (AR) (since 14 May 2026)
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Katarzyna Spolton
IRN KXS00552
- (50)CF1 Director (AR) (since 30 Mar 2023)
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Kate Elizabeth Faulkner
IRN KXF00159
- (46)CF1 Director (AR) (since 30 Dec 2022)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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The Mayfair Partnership Ltd (no longer appointed)
FRN 937944 · Appointed 19 Apr 2023 · Until 6 Jul 2023
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Northdown Financial Services Limited (no longer appointed)
FRN 955493 · Appointed 19 Apr 2023 · Until 27 Apr 2026
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Flying Colours Mortgages Limited (no longer appointed)
FRN 995102 · Appointed 19 Apr 2023 · Until 4 Jul 2023
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Harris And Wood Mortgage Services Ltd (no longer appointed)
FRN 995105 · Appointed 19 Apr 2023 · Until 13 Sep 2023
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Simpson Mortgages & Protection Ltd (no longer appointed)
FRN 994592 · Appointed 6 Apr 2023 · Until 30 Apr 2024
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The Home Mortgage Network Limited (no longer appointed)
FRN 994594 · Appointed 6 Apr 2023 · Until 3 Sep 2024
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LPC Financial Services Ltd (no longer appointed)
FRN 994252 · Appointed 31 Mar 2023 · Until 22 Aug 2024
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