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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Peter James Martin McDonagh
IRN PJM00050
- (192)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jun 2020)
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Peter James Ryan
IRN PJR01205
- (3188)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Jun 2022)
- (3187)CF30 Customer (25 Jan 2019 to 8 Jun 2022)
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Peter James Wright
IRN PJW00042
- (1349)CF21 Investment Adviser (1 Dec 2001 to 28 May 2002)
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Peter John Brown
IRN PXB01612
- (1508)CF30 Customer (18 Aug 2021 to 28 May 2024)
- (1509)Appointed representative dealing with clients for which they require qualification (18 Aug 2021 to 5 Jun 2024)
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Peter John Bunn
IRN PJB00045
- (865)CF30 Customer (28 Jan 2010 to 20 Sep 2010)
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Peter John Evans
IRN PJE00026
- (2725)CF30 Customer (31 Jan 2012 to 31 Jul 2017)
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Peter John Gaskin
IRN PJG00049
- (1188)CF21 Investment Adviser (1 Dec 2001 to 5 Jul 2002)
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Peter John Hemming
IRN PJH00069
- (3858)CF30 Customer (1 Nov 2007 to 18 Nov 2010)
- (3859)CF21 Investment Adviser (6 Mar 2006 to 5 Apr 2006)
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Peter John Sleigh
IRN PJS00080
- (2392)CF21 Investment Adviser (1 Dec 2001 to 30 Nov 2004)
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Peter John Vandervennin
IRN PJV00011
- (4177)CF21 Investment Adviser (12 Jun 2002 to 1 Sep 2003)
- (4176)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 12 Jun 2002)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Create Financial Management LLP (no longer appointed)
FRN 229237 · Appointed 20 Jul 2012 · Until 30 Sep 2021
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The Wealth Harbour Limited (no longer appointed)
FRN 560553 · Appointed 5 Apr 2012 · Until 26 Sep 2019
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Mortgage and Independent Financial Planning Limited (no longer appointed)
FRN 579095 · Appointed 4 Apr 2012 · Until 30 Apr 2013
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Mr Andrew Robert Purcell (no longer appointed)
FRN 579129 · Appointed 4 Apr 2012 · Until 10 Jun 2015
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Oakdale Financial Services Ltd (no longer appointed)
FRN 575995 · Appointed 24 Feb 2012 · Until 27 Sep 2013
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Taurus Wealth Management Ltd (no longer appointed)
FRN 574603 · Appointed 6 Feb 2012 · Until 20 Aug 2014
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Stevenson Wealth Management Ltd (no longer appointed)
FRN 569464 · Appointed 22 Nov 2011 · Until 15 May 2012
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (4258)CF30 Customer
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controlled function added: (4257)Director of firm who is not a certification employee or a SMF manager
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controlled function added: (4256)CF2 Non Executive Director
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controlled function added: (4255)CF1 Director (AR)
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controlled function added: (4254)SMF2 Chief Finance
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controlled function added: (4253)SMF3 Executive Director
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controlled function added: (4252)SMF24 Chief Operations
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controlled function added: (4251)CF1 Director (AR)
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controlled function added: (4250)CF30 Customer
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controlled function added: (4249)Director of firm who is not a certification employee or a SMF manager