Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
c/o Edward Boyle and Robert Spence both of Interpath Advisory10 Fleet PlaceLondonEC4M 7RBUNITED KINGDOM- Phone
- +4402039892800
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Complaints Contact
c/o Edward Boyle and Robert Spence both of Interpath Advisory10 Fleet PlaceLondonEC4M 7RBUNITED KINGDOM- Phone
- +4402039892800
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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P2P Lending Advice
For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional
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Pension Transfer Advice
For Retail (Investment), Professional, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Personal pension scheme
Show 1 limitation Hide limitations
- · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
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Equity Release Advice
For Customer, Home reversion plans
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Investment Advice (no pensions)
For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Structured Deposits, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), Non-investment insurance contracts, Personal pension scheme
Show 1 limitation Hide limitations
- · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
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Equity Release Arranging
For Customer, Home reversion plans
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Arranges Investments
For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Structured Deposits, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), Non-investment insurance contracts, Personal pension scheme
Show 1 limitation Hide limitations
- · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Insurance Admin
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
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Credit Brokering
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Stockbroking
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
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Debt Negotiation
Show 1 limitation Hide limitations
- · This permission is limited to debt adjusting with no debt management activity
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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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Consumer Loans
Show 1 limitation Hide limitations
- · Limited to lending where no charge (by way of interest or otherwise) is payable by the borrower in connection with the provision of credit under the regulated credit agreement.
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Equity Release Setup
For Customer, Home reversion plans
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Mortgage Setup
For Customer, Regulated mortgage contract
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Investment Setup
For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Structured Deposits, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), Non-investment insurance contracts, Personal pension scheme
Show 1 limitation Hide limitations
- · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
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Credit Score Services
Show 1 limitation Hide limitations
- · Limited to the provision of credit information services with no credit repair (as defined by 89A(3)(c) & (d) Regulated Activities Order
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Philip Simon Harwood
IRN PSH00037
- (2799)CF30 Customer (10 Feb 2014 to 31 Jul 2017)
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Philip William Matten
IRN PWM00020
- (1433)CF30 Customer (13 Apr 2015 to 19 Oct 2020)
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Philip William Thomas Glover
IRN PWG00001
- (592)CF22 Investment Adviser (Trainee) (2 Aug 2004 to 8 Nov 2005)
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Philippa Clayburn
IRN PXC00316
- (2264)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Feb 2024)
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Phillip Anthony Thomas
IRN PAT00019
- (1822)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Jun 2023)
- (1821)CF30 Customer (31 Jan 2017 to 14 Jun 2023)
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Phillip Barker
IRN PRB00057
- (2664)Appointed representative dealing with clients for which they require qualification (18 Dec 2020 to 8 Apr 2024)
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Phillip Bryant Hilling
IRN PBH01053
- (4171)SMF9 Chair of the Governing Body (9 Dec 2019 to 9 Sep 2024)
- (4170)SMF11 Chair of the Audit Committee (9 Dec 2019 to 30 May 2024)
- (4169)SMF12 Chair of the Remuneration Committee (9 Dec 2019 to 30 May 2024)
- (4168)SMF13 Chair of the Nominations Committee (9 Dec 2019 to 30 May 2024)
- (4172)CF2 Non Executive Director (1 Mar 2013 to 8 Dec 2019)
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Phillip Douglas O'Connor
IRN PDO00010
- (1189)CF30 Customer (20 Feb 2012 to 11 Sep 2012)
- (1190)CF21 Investment Adviser (2 Aug 2004 to 12 Aug 2005)
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Phillip Edward Jefferies
IRN PEJ01038
- (2453)CF30 Customer (21 Apr 2016 to 30 Jun 2017)
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Phillip Gary Parker
IRN PGP00012
- (3793)CF30 Customer (6 Sep 2012 to 13 Apr 2015)
- (3794)CF4 Partner (AR) (6 Sep 2012 to 13 Apr 2015)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Veritas Financial Planning Ltd (no longer appointed)
FRN 681866 · Appointed 2 Apr 2015 · Until 3 Feb 2024
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Knighthood Financial Advisers Ltd (no longer appointed)
FRN 674413 · Appointed 27 Feb 2015 · Until 12 Mar 2024
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Finance Planning Wealth Management Limited (no longer appointed)
FRN 673741 · Appointed 25 Feb 2015 · Until 31 Aug 2023
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Enigma Wealth Management Limited (no longer appointed)
FRN 658620 · Appointed 8 Dec 2014 · Until 1 Apr 2016
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Gohil & Gunby Financial Services Ltd (no longer appointed)
FRN 648807 · Appointed 2 Oct 2014 · Until 30 Jun 2021
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Navigate Independent Financial Advisors LLP (no longer appointed)
FRN 646915 · Appointed 18 Sep 2014 · Until 11 Nov 2016
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Coast to Coast Financial Planning Services Ltd (no longer appointed)
FRN 178547 · Appointed 6 Aug 2014 · Until 1 Oct 2021
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (4268)CF1 Director
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controlled function added: (4267)CF1 Director (AR)
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controlled function added: (4266)CF3 Chief Executive
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controlled function added: (4265)CF28 Systems and controls
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controlled function added: (4264)SMF1 Chief Executive
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controlled function added: (4263)SMF3 Executive Director
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controlled function added: (4262)CF1 Director (AR)
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controlled function added: (4261)CF22 Investment Adviser (Trainee)
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controlled function added: (4260)CF30 Customer
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controlled function added: (4259)CF1 Director (AR)