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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Rachel Louise Gow
IRN RLG01029
- (4151)CF21 Investment Adviser (6 Mar 2006 to 6 Mar 2006)
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Rachel Spiers
IRN RXS00374
- (2182)Appointed representative dealing with clients for which they require qualification (26 May 2021 to 8 Sep 2023)
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Rafael Bravo-French
IRN RXB01818
- (1636)CF30 Customer (18 May 2012 to 30 Aug 2013)
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Rahul Chadha
IRN RXC08390
- (4351)CF1 Director (AR) (20 Nov 2018 to 25 Mar 2021)
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Raimonds Pikelis
IRN RIP00003
- (2571)CF30 Customer (1 Apr 2011 to 27 Dec 2012)
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Raja Muhammad Iftikhar
IRN RXI00012
- (4075)CF1 Director (AR) (7 Dec 2020 to 14 Sep 2021)
- (4074)Appointed representative dealing with clients for which they require qualification (12 Oct 2020 to 14 Sep 2021)
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Rakesh Parmar
IRN RXP01380
- (3435)CF30 Customer (9 Aug 2012 to 7 Jul 2014)
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Ralph Gordan Paul McGuicken
IRN RGM00014
- (3483)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Jan 2024)
- (3484)CF1 Director (AR) (24 Oct 2012 to 12 Jan 2024)
- (3482)CF30 Customer (6 Sep 2012 to 4 Oct 2012)
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Ramzy Abu-Eda
IRN RXA00092
- (3732)Appointed representative dealing with clients for which they require qualification (15 Jan 2020 to 24 Mar 2023)
- (3731)CF30 Customer (10 Jan 2020 to 24 Mar 2023)
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Ravi Dipak Prema
IRN RXP06169
- (4117)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Mar 2024)
- (4116)CF30 Customer (17 Sep 2018 to 15 Mar 2024)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Veritas Financial Planning Ltd (no longer appointed)
FRN 681866 · Appointed 2 Apr 2015 · Until 3 Feb 2024
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Knighthood Financial Advisers Ltd (no longer appointed)
FRN 674413 · Appointed 27 Feb 2015 · Until 12 Mar 2024
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Finance Planning Wealth Management Limited (no longer appointed)
FRN 673741 · Appointed 25 Feb 2015 · Until 31 Aug 2023
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Enigma Wealth Management Limited (no longer appointed)
FRN 658620 · Appointed 8 Dec 2014 · Until 1 Apr 2016
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Gohil & Gunby Financial Services Ltd (no longer appointed)
FRN 648807 · Appointed 2 Oct 2014 · Until 30 Jun 2021
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Navigate Independent Financial Advisors LLP (no longer appointed)
FRN 646915 · Appointed 18 Sep 2014 · Until 11 Nov 2016
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Coast to Coast Financial Planning Services Ltd (no longer appointed)
FRN 178547 · Appointed 6 Aug 2014 · Until 1 Oct 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