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 Marie Riley
IRN LXR00092
- (1030)Appointed representative dealing with clients for which they require qualification (11 Mar 2021 to 1 Oct 2021)
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Lisa Meena Kamat
IRN LXK00060
- (723)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (724)Appointed representative dealing with clients for which they require qualification (since 11 Mar 2021)
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Lisa Morley
IRN LXM00143
- (1074)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1075)Appointed representative dealing with clients for which they require qualification (since 9 Jan 2026)
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Lisa Nannette Ivens
IRN LXI00016
- (721)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (722)Appointed representative dealing with clients for which they require qualification (since 11 Mar 2021)
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Lisa Rebecca Knowles
IRN LXK00057
- (1129)Appointed representative dealing with clients for which they require qualification (21 Mar 2023 to 26 Apr 2024)
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Lisa Rebecca Tonge
IRN LRT01025
- (3111)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (3112)Appointed representative dealing with clients for which they require qualification (since 11 Mar 2021)
- (3113)CF1 Director (AR) (since 9 Mar 2016)
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Lisa Romer
IRN LXR00331
- (703)Appointed representative dealing with clients for which they require qualification (11 Jul 2024 to 20 May 2026)
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Lisa Williams
IRN LXW00231
- (859)Appointed representative dealing with clients for which they require qualification (5 Jan 2022 to 13 May 2022)
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Lisle Durrans
IRN LXD00109
- (1086)Appointed representative dealing with clients for which they require qualification (27 Oct 2022 to 19 Sep 2023)
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Lloyd Derek Holyhead
IRN LDH00005
- (611)Appointed representative dealing with clients for which they require qualification (11 Aug 2022 to 29 Nov 2022)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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AMS Financial Services Limited
FRN 821398 · Appointed 21 Sep 2018
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Ashurst Mortgage Solutions Limited
FRN 693743 · Appointed 17 Sep 2018
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MIMA Mortgage and Protection Advice Limited
FRN 820718 · Appointed 13 Sep 2018
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Daniel McLardy
FRN 814866 · Appointed 26 Jul 2018
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Jennifer Lindsay Renwick
FRN 814285 · Appointed 19 Jul 2018
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Andrew David Papworth
FRN 814159 · Appointed 17 Jul 2018
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Mortgage Milestones Limited
FRN 814078 · Appointed 16 Jul 2018
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Alistair Waugh Mortgage Services Limited
FRN 812964 · Appointed 4 Jul 2018
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Freeman Mortgages and Protection Limited
FRN 811807 · Appointed 18 Jun 2018
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Angela Denise Gornall
FRN 808577 · Appointed 9 May 2018
Recent activity
Updates to this firm's record on the FCA register.
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trading name added: Salus Financial Solutions
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trading name added: Woodland Private Finance
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trading name added: Vinay Dhand Mortgage Services
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trading name added: The Mortgage Merchant
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trading name added: The Mortgage Advisors
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trading name added: The Mauve Mortgage Company
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permission removed: CBTL Effective Date
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permission removed: CBTL Status
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controlled function added: (3471)SMF3 Executive Director
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controlled function added: (3470)SMF3 Executive Director