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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Richard John Reynolds
IRN RJR00002
- (3284)CF21 Investment Adviser (1 Dec 2001 to 30 Nov 2004)
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Richard John Walker-Gunns
IRN RJW01241
- (3407)CF1 Director (AR) (6 Mar 2006 to 30 Nov 2006)
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Richard John White
IRN RJW00020
- (658)CF21 Investment Adviser (6 Mar 2006 to 30 Nov 2006)
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Richard Keith Davis
IRN RKD01039
- (224)CF11 Money Laundering Reporting (6 Apr 2018 to 10 Jun 2019)
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Richard Kennedy Sturges
IRN RKS00010
- (145)CF30 Customer (3 May 2011 to 30 Jul 2014)
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Richard Kirk
IRN RJK01118
- (2704)CF30 Customer (29 Dec 2011 to 27 Sep 2013)
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Richard Lee Weatherburn
IRN RLW01079
- (2643)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Mar 2023)
- (2642)CF30 Customer (16 Jul 2019 to 30 Mar 2023)
- (2644)CF1 Director (AR) (16 Jul 2019 to 30 Mar 2023)
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Richard Mark Dear
IRN RMD00006
- (400)CF30 Customer (1 Nov 2007 to 28 Jul 2017)
- (402)CF7 Sole Trader (AR) (17 Jan 2007 to 31 Jan 2007)
- (401)CF22 Investment Adviser (Trainee) (17 Jan 2007 to 31 Oct 2007)
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Richard McMenamin
IRN RXM00274
- (1814)Appointed representative dealing with clients for which they require qualification (22 Sep 2020 to 8 Mar 2024)
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Richard Metherell
IRN RXM00237
- (3734)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 Feb 2024)
- (3733)CF30 Customer (4 Oct 2018 to 27 Feb 2024)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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GMB Portfolio Services Ltd (no longer appointed)
FRN 589918 · Appointed 18 Oct 2012 · Until 13 Jul 2016
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Sigma Wealth Planning LLP (no longer appointed)
FRN 589709 · Appointed 12 Oct 2012 · Until 26 Apr 2021
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Bluechip Financial Limited (no longer appointed)
FRN 467977 · Appointed 10 Oct 2012 · Until 30 Jun 2020
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Ashley Financial Services Ltd (no longer appointed)
FRN 588992 · Appointed 28 Sep 2012 · Until 23 Aug 2013
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Tenet Mortgage Solutions Limited (no longer appointed)
FRN 588724 · Appointed 24 Sep 2012 · Until 8 Apr 2024
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Platinum Financial Planning Limited (no longer appointed)
FRN 409778 · Appointed 11 Sep 2012 · Until 31 Mar 2024
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