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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Baxter Financial Services Ltd
FRN 831464 · Appointed 22 Jan 2019
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Eve Morgan
FRN 831358 · Appointed 21 Jan 2019
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Dawn Sharman
FRN 831001 · Appointed 16 Jan 2019
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Hats Iris Ltd
FRN 829596 · Appointed 31 Dec 2018
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Heartland Mortgage Services Ltd
FRN 828706 · Appointed 14 Dec 2018
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Home Financial NW Limited
FRN 827318 · Appointed 29 Nov 2018
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Rakshit Patel
FRN 827058 · Appointed 27 Nov 2018
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Stonebridge Protect Ltd
FRN 826011 · Appointed 14 Nov 2018
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Blake Mortgage and Protection Services Ltd
FRN 823752 · Appointed 19 Oct 2018
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Upton Financial Advice Ltd
FRN 823279 · Appointed 15 Oct 2018
Recent activity
Updates to this firm's record on the FCA register.
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trading name added: Reliable Equity Solutions
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trading name added: Regency Financial Services
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trading name added: The Mauve Mortgage Co
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trading name added: Talkabout Mortgages
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trading name added: T.T Finance & Mortgage Services
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trading name added: Stonebridge Select
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trading name added: SRK Mortgage Consultancy
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trading name added: Smith Osborne Associates Financial Planning
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trading name added: Select Mortgage Solutions
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trading name added: Security Mortgage Services