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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Paul William James Hamilton
IRN PWH01062
- (3181)CF24 Pension Transfer Specialist (27 Mar 2006 to 26 Jan 2007)
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Paul William Taylor
IRN PWT00016
- (4205)CF21 Investment Adviser (6 Mar 2006 to 30 Nov 2006)
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Paul Yates-Smith
IRN PXY00018
- (4065)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Feb 2022)
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Paula Maria Whiteside
IRN PXW00247
- (2251)Appointed representative dealing with clients for which they require qualification (3 Aug 2020 to 8 Mar 2024)
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Pauline Curran
IRN PXC00096
- (758)CF21 Investment Adviser (1 Dec 2001 to 24 Jul 2003)
- (759)CF4 Partner (AR) (1 Dec 2001 to 24 Jul 2003)
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Penelope Anne Sweeney
IRN PAS01265
- (1090)CF1 Director (AR) (6 Mar 2006 to 31 Mar 2006)
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Penelope Rachael Lake
IRN PRL00007
- (299)CF30 Customer (26 Oct 2009 to 11 Sep 2012)
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Pete Buta Singh Uppal
IRN PXU00006
- (2244)Appointed representative dealing with clients for which they require qualification (9 Feb 2022 to 28 Jun 2022)
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Peter Boyack Meeks
IRN PBM00004
- (256)CF30 Customer (1 Nov 2007 to 17 Feb 2017)
- (257)CF21 Investment Adviser (6 Mar 2006 to 31 Oct 2007)
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Peter Brian Everitt
IRN PBE00002
- (2579)CF30 Customer (30 Dec 2011 to 5 May 2017)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Alextra Wealth Management Limited (no longer appointed)
FRN 808586 · Appointed 9 May 2018 · Until 24 Jan 2024
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BIRCH FINANCIAL SERVICES LTD (no longer appointed)
FRN 802799 · Appointed 26 Feb 2018 · Until 8 Dec 2023
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Pedr Financial Planning Cyf (no longer appointed)
FRN 800006 · Appointed 29 Jan 2018 · Until 22 Dec 2023
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Parkmore Financial Planning Ltd. (no longer appointed)
FRN 797295 · Appointed 27 Dec 2017 · Until 29 Feb 2024
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Heatherland Financial Ltd (no longer appointed)
FRN 769178 · Appointed 21 Dec 2017 · Until 12 Aug 2023
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Castlegate Capital Limited (no longer appointed)
FRN 796549 · Appointed 14 Dec 2017 · Until 31 Jan 2024
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ClearPlan Financial Services Ltd (no longer appointed)
FRN 796550 · Appointed 14 Dec 2017 · Until 22 Mar 2024
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)