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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Kate Howarth
IRN KXH00116
- (350)Appointed representative dealing with clients for which they require qualification (16 Feb 2022 to 2 Jun 2024)
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Kate Louise Grundy
IRN KXS13572
- (2590)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2591)Appointed representative dealing with clients for which they require qualification (since 11 Mar 2021)
- (2592)CF1 Director (AR) (since 6 Apr 2019)
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Kate Pedley
IRN KXP00219
- (426)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (427)Appointed representative dealing with clients for which they require qualification (since 13 Feb 2023)
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Kate Victoria Kravis
IRN KXK00164
- (445)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (446)Appointed representative dealing with clients for which they require qualification (since 25 Jul 2022)
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Katherine Kim Woolley
IRN KXW00144
- (1039)Appointed representative dealing with clients for which they require qualification (11 Mar 2021 to 31 Aug 2022)
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Katherine Sarah Burns
IRN KSB01064
- (3385)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (3386)Appointed representative dealing with clients for which they require qualification (since 11 Mar 2021)
- (3387)CF1 Director (AR) (since 2 Sep 2016)
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Katherine Stagg
IRN KXS00199
- (2934)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (2935)Appointed representative dealing with clients for which they require qualification (since 18 Dec 2023)
- (2936)CF1 Director (AR) (since 23 Nov 2023)
- (1395)Appointed representative dealing with clients for which they require qualification (11 Mar 2021 to 1 Oct 2021)
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Kathryn Anne Greenwood
IRN KXG00117
- (1038)Appointed representative dealing with clients for which they require qualification (11 Mar 2021 to 15 Jan 2024)
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Kathryn Elizabeth Whiteley
IRN KXW00504
- (1560)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1561)Appointed representative dealing with clients for which they require qualification (since 29 Apr 2026)
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Kathryn Emily Atkin
IRN KXA01886
- (158)Appointed representative dealing with clients for which they require qualification (11 Mar 2021 to 3 May 2022)
- (159)CF1 Director (AR) (14 Nov 2017 to 11 Jan 2022)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Abode Mortgages Limited
FRN 669657 · Appointed 3 Feb 2015
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Leah Albert
FRN 666934 · Appointed 20 Jan 2015
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Stephen Cham Mortgage and Financial Services Ltd
FRN 666613 · Appointed 19 Jan 2015
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Key To Mortgages Limited
FRN 660793 · Appointed 18 Dec 2014
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Mortgage Advice Shop (NI) Ltd
FRN 441035 · Appointed 2 Dec 2014
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Salcey Mortgages Ltd
FRN 651677 · Appointed 27 Oct 2014
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Agentis Financial and Mortgage Solutions Limited
FRN 631659 · Appointed 8 Sep 2014
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Rod Conway Financial Services Ltd
FRN 188951 · Appointed 16 Jul 2014
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Lanarkshire Mortgage and Insurance Services Ltd
FRN 490018 · Appointed 3 Jul 2014
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Mortgage & Financial Planning (Wells) Ltd
FRN 626964 · Appointed 30 Jun 2014
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