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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Michael Ingram Jackson
IRN MIJ00008
- (548)CF30 Customer (1 Nov 2007 to 15 Dec 2008)
- (549)CF21 Investment Adviser (6 Mar 2006 to 5 Apr 2006)
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Michael James Arthur Craig Waring
IRN MJW00105
- (3821)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 Mar 2024)
- (3820)CF30 Customer (22 Aug 2012 to 22 Mar 2024)
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Michael James Crowhurst
IRN MJC00012
- (558)CF21 Investment Adviser (14 Nov 2005 to 3 Apr 2006)
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Michael James Geddis
IRN MXG00603
- (2202)Appointed representative dealing with clients for which they require qualification (7 Jun 2023 to 31 Mar 2024)
- (2201)CF30 Customer (18 May 2023 to 31 Mar 2024)
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Michael James Keane
IRN MJK00036
- (3823)CF7 Sole Trader (AR) (6 Mar 2006 to 14 Jun 2006)
- (3822)CF21 Investment Adviser (6 Mar 2006 to 14 Jun 2006)
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Michael John Dixon
IRN MJD01271
- (580)CF21 Investment Adviser (1 Dec 2001 to 10 Dec 2004)
- (581)CF1 Director (AR) (1 Dec 2001 to 10 Dec 2004)
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Michael John Drake
IRN MJD00050
- (3791)CF1 Director (AR) (29 Jul 2015 to 6 Oct 2016)
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Michael John Leigh
IRN MJL01180
- (3706)CF21 Investment Adviser (6 Mar 2006 to 28 Mar 2006)
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Michael John Maher
IRN MJM00034
- (268)CF30 Customer (1 Nov 2007 to 28 Dec 2012)
- (270)CF1 Director (AR) (6 Mar 2006 to 19 Apr 2016)
- (269)CF21 Investment Adviser (6 Mar 2006 to 31 Oct 2007)
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Michael John Mellish
IRN MJM00050
- (1047)CF21 Investment Adviser (16 Aug 2002 to 18 Nov 2003)
- (1046)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 16 Aug 2002)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Chapter Wealth Management Ltd (no longer appointed)
FRN 542087 · Appointed 15 Nov 2011 · Until 5 May 2016
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Aspire Financial Management Ltd (no longer appointed)
FRN 568595 · Appointed 14 Nov 2011 · Until 8 Feb 2022
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Merito Financial Services Ltd (no longer appointed)
FRN 565825 · Appointed 6 Oct 2011 · Until 21 Jul 2017
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Equity Financial Planning Ltd (no longer appointed)
FRN 564781 · Appointed 19 Sep 2011 · Until 28 Sep 2015
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N.E Money Independent Financial Advisers Limited (no longer appointed)
FRN 564605 · Appointed 15 Sep 2011 · Until 15 Oct 2013
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Principle Wealth Management Ltd (no longer appointed)
FRN 564315 · Appointed 9 Sep 2011 · Until 29 Sep 2014
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Greenhill Wealth Management Ltd (no longer appointed)
FRN 564023 · Appointed 6 Sep 2011 · Until 29 Sep 2014
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