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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Reginald Graham Bailey
IRN RGB00013
- (316)CF30 Customer (1 Nov 2007 to 7 Jul 2010)
- (317)CF21 Investment Adviser (6 Mar 2006 to 31 Oct 2007)
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Reginald Wilkin
IRN RXW00018
- (273)CF30 Customer (6 Sep 2012 to 28 Dec 2012)
- (274)CF4 Partner (AR) (6 Sep 2012 to 6 Nov 2019)
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Rex Maxwell Churchill
IRN RMC00024
- (2457)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Jun 2023)
- (2456)CF30 Customer (26 Jun 2015 to 26 Jun 2023)
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Rhys Huw Jones
IRN RHJ01041
- (3075)CF30 Customer (12 Apr 2013 to 28 Jan 2014)
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Richard Alfred Clayton
IRN RAC00011
- (1951)CF30 Customer (22 Nov 2012 to 31 Jan 2013)
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Richard Andrew Hughes
IRN RAH00006
- (365)CF30 Customer (18 Mar 2011 to 28 Dec 2012)
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Richard Anthony Fair
IRN RAF00027
- (1214)CF30 Customer (14 Oct 2015 to 31 Jul 2017)
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Richard Baden Baxter
IRN RBB01020
- (3167)CF30 Customer (30 Aug 2018 to 19 Jun 2020)
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Richard Barry Simmons
IRN RBS00008
- (1153)CF1 Director (AR) (1 Dec 2001 to 22 Apr 2015)
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Richard Boughton
IRN RCB01168
- (2266)CF22 Investment Adviser (Trainee) (22 Mar 2005 to 16 Sep 2005)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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G. Sturgess Financial Planning Limited (no longer appointed)
FRN 232602 · Appointed 4 Sep 2012 · Until 21 Dec 2023
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Hanover Consulting Investment Ltd (no longer appointed)
FRN 208699 · Appointed 31 Aug 2012 · Until 4 Jun 2019
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