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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Sonia Kaur Lally
IRN SXL00828
- (1677)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1678)Appointed representative dealing with clients for which they require qualification (since 6 Mar 2025)
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Sonny Hilton gill
IRN SXG00246
- (982)Appointed representative dealing with clients for which they require qualification (11 Mar 2021 to 12 Jan 2024)
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Sonya Kaur Matharu-Coxill
IRN SXM00450
- (2697)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2698)Appointed representative dealing with clients for which they require qualification (since 10 Oct 2024)
- (2699)CF1 Director (AR) (since 17 Sep 2024)
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Sophie Ann Green
IRN SXG67631
- (1256)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1257)Appointed representative dealing with clients for which they require qualification (since 16 Oct 2025)
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Sophie Clark
IRN SXC00666
- (876)CF1 Director (AR) (21 Dec 2021 to 30 Aug 2023)
- (875)Appointed representative dealing with clients for which they require qualification (21 Dec 2021 to 30 Aug 2023)
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Sophie Collett
IRN SXC00363
- (1013)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1014)Appointed representative dealing with clients for which they require qualification (since 30 Nov 2022)
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Sophie Eliza Boyle
IRN SXB01193
- (760)Appointed representative dealing with clients for which they require qualification (29 Apr 2023 to 20 Sep 2023)
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Sophie Plant
IRN SXW57898
- (1262)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1263)Appointed representative dealing with clients for which they require qualification (since 18 Nov 2021)
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Sophie Wood
IRN SXT45388
- (479)Appointed representative dealing with clients for which they require qualification (6 Mar 2025 to 6 May 2025)
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Sorcha Taylor
IRN SXT00641
- (2966)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2967)Appointed representative dealing with clients for which they require qualification (since 1 May 2025)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Managing Mortgages Ltd
FRN 957467 · Appointed 25 Aug 2021
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C & S Investment Options Ltd
FRN 956972 · Appointed 16 Aug 2021
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Waterside Mortgages Ltd
FRN 956900 · Appointed 15 Aug 2021
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Taylor Milburn Financial (Essex) Limited
FRN 956901 · Appointed 15 Aug 2021
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Perfect Fit Mortgages Ltd
FRN 956907 · Appointed 15 Aug 2021
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Adam Sheldon
FRN 956905 · Appointed 15 Aug 2021
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Sett Mortgages Limited
FRN 923720 · Appointed 15 Aug 2021
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ZA Mortgage Solutions Ltd
FRN 956902 · Appointed 15 Aug 2021
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Capital Finance and Property Ltd
FRN 956731 · Appointed 12 Aug 2021
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Colchester Mortgage Solutions Ltd
FRN 490025 · Appointed 12 Aug 2021
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (3469)SMF24 Chief Operations
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controlled function added: (3468)CF1 Director (AR)
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controlled function added: (3467)CF1 Director (AR)
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controlled function added: (3466)SMF3 Executive Director
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controlled function added: (3465)CF1 Director (AR)
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controlled function added: (3464)SMF2 Chief Finance
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controlled function added: (3463)SMF3 Executive Director
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controlled function added: (3462)CF1 Director (AR)
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controlled function added: (3461)SMF4 Chief Risk
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controlled function added: (3460)SMF17 Money Laundering Reporting Officer (MLRO)