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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Nicholas Edward Frost
IRN NEF00002
- (2724)CF30 Customer (22 Jul 2016 to 31 Jul 2017)
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Nicholas Edward Kelly
IRN NEK00002
- (1503)CF1 Director (10 Dec 2002 to 30 Jan 2006)
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Nicholas Elliott
IRN NPE00005
- (3383)CF30 Customer (1 Nov 2007 to 1 Jun 2012)
- (3384)CF21 Investment Adviser (27 Nov 2003 to 31 Oct 2007)
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Nicholas Gervis Gray
IRN NGG00001
- (4302)CF21 Investment Adviser (1 Dec 2001 to 30 Nov 2005)
- (4303)CF4 Partner (AR) (1 Dec 2001 to 30 Nov 2005)
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Nicholas Green
IRN NXG00033
- (683)CF21 Investment Adviser (1 Dec 2001 to 14 May 2002)
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Nicholas Hamilton Browne
IRN NHB01028
- (2162)CF1 Director (AR) (24 Jan 2011 to 15 Oct 2014)
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Nicholas Henry Awbery Torrens
IRN NHT00002
- (3271)CF4 Partner (AR) (6 Sep 2012 to 13 Apr 2015)
- (3270)CF30 Customer (6 Sep 2012 to 13 Apr 2015)
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Nicholas James Butcher
IRN NJB00019
- (2393)CF21 Investment Adviser (28 Apr 2003 to 1 Mar 2005)
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Nicholas James Flynn
IRN NJF00028
- (2823)CF1 Director (AR) (25 Oct 2013 to 31 Jul 2017)
- (2822)CF30 Customer (13 Jan 2012 to 31 Jul 2017)
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Nicholas James Hutchings
IRN NJH00046
- (3461)Appointed representative dealing with clients for which they require qualification (9 Oct 2020 to 19 Jan 2022)
- (3460)CF30 Customer (2 Oct 2020 to 19 Jan 2022)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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313 Wealth Management Ltd (no longer appointed)
FRN 845760 · Appointed 12 Jul 2019 · Until 30 Mar 2023
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Elevate Financial Solutions Ltd (no longer appointed)
FRN 845029 · Appointed 28 Jun 2019 · Until 3 Feb 2024
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Juno Advisory Services Ltd (no longer appointed)
FRN 844438 · Appointed 19 Jun 2019 · Until 30 Sep 2020
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Endurance Wealth Limited (no longer appointed)
FRN 842901 · Appointed 28 May 2019 · Until 18 Dec 2023
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CFS (Chattaway Financial Services) Ltd (no longer appointed)
FRN 608706 · Appointed 24 May 2019 · Until 30 Apr 2020
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The Financial Advice Service Ltd (no longer appointed)
FRN 682428 · Appointed 10 Apr 2019 · Until 30 Jan 2023
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LB Financial Solutions Limited (no longer appointed)
FRN 581257 · Appointed 27 Dec 2018 · Until 3 Feb 2024
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Virtuo Wealth Management Ltd (no longer appointed)
FRN 536217 · Appointed 24 Dec 2018 · Until 30 Sep 2020
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True Financial Design Ltd (no longer appointed)
FRN 828514 · Appointed 12 Dec 2018 · Until 20 Dec 2023
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