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
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- · 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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Copeland Wealth Management Ltd (no longer appointed)
FRN 827792 · Appointed 5 Dec 2018 · Until 16 Mar 2022
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Active Financial Planning Ltd (no longer appointed)
FRN 825895 · Appointed 13 Nov 2018 · Until 20 Dec 2023
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Waveney Valley Independent Financial Advisers Ltd (no longer appointed)
FRN 825631 · Appointed 9 Nov 2018 · Until 31 Mar 2024
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Lloyd Vaughan Holdings Ltd (no longer appointed)
FRN 818376 · Appointed 29 Aug 2018 · Until 7 Feb 2024
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Love Financial Services Ltd (no longer appointed)
FRN 809300 · Appointed 17 May 2018 · Until 4 Nov 2022
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Lyles' Independent Financial Advice Limited (no longer appointed)
FRN 740148 · Appointed 15 May 2018 · Until 20 Feb 2024
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