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 Clubman
IRN PXC00161
- (927)CF30 Customer (1 Nov 2007 to 14 Dec 2012)
- (928)CF21 Investment Adviser (11 Jun 2002 to 31 Oct 2007)
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Philip Edward Crouch
IRN PXC00101
- (1481)CF30 Customer (28 Apr 2016 to 31 Jan 2022)
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Philip George Manning
IRN PGM00006
- (2458)CF30 Customer (13 Jul 2010 to 27 Sep 2013)
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Philip Henry Bonser
IRN PHB00020
- (813)CF1 Director (AR) (6 Mar 2006 to 5 Apr 2006)
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Philip Ian Derbyshire
IRN PID00001
- (3406)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Sep 2023)
- (3405)CF30 Customer (10 Aug 2015 to 1 Sep 2023)
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Philip James Stroud
IRN PJS00131
- (2663)CF1 Director (AR) (5 Dec 2014 to 18 Mar 2016)
- (2662)CF30 Customer (5 Dec 2014 to 18 Mar 2016)
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Philip John Bray
IRN PJB00060
- (91)CF30 Customer (24 Aug 2012 to 2 Sep 2014)
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Philip John Hart
IRN PJH01440
- (2779)CF30 Customer (13 Jan 2011 to 30 Apr 2013)
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Philip John Lane
IRN PJL00028
- (53)CF21 Investment Adviser (1 Dec 2001 to 9 Sep 2005)
- (54)CF1 Director (AR) (1 Dec 2001 to 20 May 2013)
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Philip John Ley
IRN PJL00027
- (1661)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Jul 2022)
- (1662)CF1 Director (AR) (7 Apr 2011 to 5 Jul 2022)
- (1660)CF30 Customer (7 Apr 2011 to 28 Dec 2012)
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