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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Charlotte Elizabeth Ellis
IRN CXE00176
- (750)Appointed representative dealing with clients for which they require qualification (29 Jun 2023 to 1 Sep 2025)
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Charlotte Lily Innes
IRN CXI00016
- (276)Appointed representative dealing with clients for which they require qualification (23 Sep 2021 to 14 Mar 2022)
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Charlotte Mary Cann
IRN CXC00468
- (847)Appointed representative dealing with clients for which they require qualification (20 Jan 2022 to 23 Sep 2022)
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Charlotte Massey
IRN CXJ00080
- (2891)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2892)Appointed representative dealing with clients for which they require qualification (since 6 Mar 2025)
- (2893)CF1 Director (AR) (since 10 Feb 2025)
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Charlotte Natasha Beasley
IRN CXB00281
- (1949)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1951)CF1 Director (AR) (since 23 Mar 2022)
- (1950)Appointed representative dealing with clients for which they require qualification (since 3 Mar 2021)
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Charlotte Rose Caygill
IRN CXC00179
- (1044)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1045)Appointed representative dealing with clients for which they require qualification (since 5 Mar 2026)
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Charlotte Truscott Darwood
IRN CXN00139
- (821)Appointed representative dealing with clients for which they require qualification (23 May 2022 to 1 Aug 2025)
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Chawley Isas Soper
IRN CXS00229
- (2663)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2664)Appointed representative dealing with clients for which they require qualification (since 9 Mar 2023)
- (2665)CF1 Director (AR) (since 14 Feb 2023)
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Cheryl Lisa Jones
IRN CXJ00106
- (970)Appointed representative dealing with clients for which they require qualification (14 Mar 2021 to 27 Aug 2021)
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Cheryl Marie Macleod
IRN CXM00316
- (991)Appointed representative dealing with clients for which they require qualification (11 Mar 2021 to 2 May 2023)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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3one6 Solutions Limited (no longer appointed)
FRN 556071 · Appointed 14 Jul 2011 · Until 11 Aug 2011
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The Round Room Mortgage and Financial Services Limited (no longer appointed)
FRN 555311 · Appointed 6 Jul 2011 · Until 22 Dec 2016
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Byrom & Keeley Financial Services Ltd (no longer appointed)
FRN 552107 · Appointed 26 May 2011 · Until 10 Dec 2015
Recent activity
Updates to this firm's record on the FCA register.
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trading name added: Stonebridge Mortgage Solutions Ltd
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trading name added: Atticus Financial
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trading name added: Associates Mortgage Network
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trading name added: AMW Finance
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trading name added: A to Z Mortgage Solutions
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trading name added: A D Mortgage & Insurance Services
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trading name added: A Class Mortgages
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trading name added: Crow’s Mortgage & Insurance Services
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trading name added: Choice Financial
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trading name added: Cathesis