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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Peter Ellwood
IRN PTE00005
- (2716)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Feb 2024)
- (2713)CF30 Customer (1 Nov 2007 to 1 Oct 2020)
- (2715)CF7 Sole Trader (AR) (1 Dec 2001 to 31 Jan 2007)
- (2714)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
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Peter Frederick Busby
IRN PFB00012
- (67)CF30 Customer (1 Nov 2007 to 30 Nov 2007)
- (68)CF21 Investment Adviser (6 Mar 2006 to 5 Apr 2006)
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Peter Gilbert Kwaku Ampofo
IRN PGA01030
- (2113)CF4 Partner (AR) (6 Mar 2006 to 14 Jun 2011)
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Peter Glenn Dyer
IRN GPD00008
- (3636)CF30 Customer (13 Feb 2013 to 6 Nov 2015)
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Peter Hill
IRN PGH00014
- (2537)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 May 2023)
- (2535)CF30 Customer (1 Nov 2007 to 28 Sep 2012)
- (2536)CF21 Investment Adviser (12 Apr 2006 to 31 Oct 2007)
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Peter Horton
IRN PJH00030
- (3998)CF1 Director (AR) (27 Aug 2020 to 31 Mar 2024)
- (3997)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2024)
- (3996)CF30 Customer (10 Sep 2012 to 31 Mar 2024)
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Peter Houlden Lawson
IRN PHL00003
- (3922)CF30 Customer (1 Nov 2007 to 22 May 2014)
- (3923)CF21 Investment Adviser (6 Mar 2006 to 31 Oct 2007)
- (3924)CF4 Partner (AR) (6 Mar 2006 to 22 May 2014)
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Peter Illingworth
IRN PXI00004
- (477)CF30 Customer (20 Oct 2008 to 13 Mar 2015)
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Peter James Hall
IRN PJH00040
- (176)CF30 Customer (1 Nov 2007 to 11 Aug 2010)
- (177)CF24 Pension Transfer Specialist (1 Dec 2001 to 31 Oct 2007)
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Peter James Hogan
IRN PJH00107
- (524)CF30 Customer (17 Jan 2013 to 16 Sep 2013)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Lormont Financial Planning Ltd (no longer appointed)
FRN 790523 · Appointed 5 Oct 2017 · Until 31 Mar 2024
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JMB Wealth Solutions Ltd (no longer appointed)
FRN 779841 · Appointed 25 May 2017 · Until 7 Nov 2018
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Promethean Financial Consultants Ltd (no longer appointed)
FRN 777740 · Appointed 28 Apr 2017 · Until 10 Aug 2020
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Big Skies Wealth Management Limited (no longer appointed)
FRN 776786 · Appointed 18 Apr 2017 · Until 22 Feb 2024
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Retsol Financial Services LLP (no longer appointed)
FRN 456855 · Appointed 6 Apr 2017 · Until 24 Jan 2022
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Watson, Wood and Sillars Ltd (no longer appointed)
FRN 774907 · Appointed 24 Mar 2017 · Until 26 Jun 2018
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Davey & Weber Independent Financial Advisers Ltd (no longer appointed)
FRN 773971 · Appointed 14 Mar 2017 · Until 20 Mar 2018
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AKC Independent Financial Advisers Ltd (no longer appointed)
FRN 773993 · Appointed 14 Mar 2017 · Until 15 Sep 2021
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (4248)CF2 Non Executive Director
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controlled function added: (4247)CF4 Partner (AR)
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controlled function added: (4246)CF1 Director (AR)
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controlled function added: (4245)CF21 Investment Adviser
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controlled function added: (4244)CF1 Director
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controlled function added: (4243)CF1 Director (AR)
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controlled function added: (4242)CF10 Compliance Oversight
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controlled function added: (4241)CF28 Systems and controls
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controlled function added: (4240)Responsible for Insurance Mediation
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controlled function added: (4239)Responsibility for MCD Intermediation