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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Peter Terrence Keenan
IRN PTK00002
- (967)CF30 Customer (10 Apr 2017 to 31 Jul 2017)
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Peter Thomas Shelton
IRN PTS00001
- (895)CF1 Director (AR) (2 Dec 2011 to 21 Aug 2014)
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Peter Vincent Camrass
IRN PVC01009
- (1095)CF30 Customer (5 Jan 2009 to 30 Dec 2011)
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Peter William Lane
IRN PWL01016
- (1065)CF28 Systems and controls (1 Nov 2007 to 10 Feb 2011)
- (1066)CF13 Finance (18 Oct 2005 to 31 Oct 2007)
- (1067)CF1 Director (AR) (24 Aug 2004 to 10 Feb 2011)
- (1068)CF1 Director (17 Jul 2002 to 10 Feb 2011)
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Peter Windfeld
IRN PXW00081
- (37)CF1 Director (AR) (1 Dec 2001 to 16 Dec 2005)
- (36)CF21 Investment Adviser (1 Dec 2001 to 16 Dec 2005)
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Philbert George Alves
IRN PGA00012
- (1790)CF30 Customer (5 Mar 2008 to 6 Mar 2013)
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Philip Alan Brewer
IRN PAB01252
- (894)CF4 Partner (AR) (6 Mar 2006 to 31 Dec 2010)
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Philip Andrew MacAllan
IRN PAM00052
- (2367)CF21 Investment Adviser (19 Mar 2007 to 28 Sep 2007)
- (2366)CF22 Investment Adviser (Trainee) (24 Oct 2006 to 19 Mar 2007)
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Philip Arthur Sheppard
IRN PAS00011
- (3696)CF1 Director (AR) (21 Aug 2012 to 14 Jan 2014)
- (3695)CF30 Customer (21 Aug 2012 to 14 Jan 2014)
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Philip Charles Knight
IRN PCK00006
- (947)CF21 Investment Adviser (1 Jul 2004 to 31 Oct 2006)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Professional Solutions IFA Limited (no longer appointed)
FRN 190834 · Appointed 29 Aug 2012 · Until 31 Mar 2024
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Blue Arrow Financial Services Ltd (no longer appointed)
FRN 220082 · Appointed 29 Aug 2012 · Until 21 Nov 2014
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Horton & Associates Ltd (no longer appointed)
FRN 587206 · Appointed 29 Aug 2012 · Until 31 Mar 2024
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Drake Wealth Management Ltd (no longer appointed)
FRN 586898 · Appointed 24 Aug 2012 · Until 18 Dec 2023
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David Daws Financial Services Ltd (no longer appointed)
FRN 206531 · Appointed 24 Aug 2012 · Until 31 Aug 2012
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Wardour Investments LLP (no longer appointed)
FRN 586903 · Appointed 24 Aug 2012 · Until 30 Sep 2016
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Opal Wealth Management Ltd (no longer appointed)
FRN 586905 · Appointed 24 Aug 2012 · Until 25 Mar 2024
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (4238)CF2 Non Executive Director
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controlled function added: (4237)CF4 Partner (AR)
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controlled function added: (4236)CF1 Director (AR)
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controlled function added: (4235)[FCA CF] Significant management
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controlled function added: (4234)CF1 Director
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controlled function added: (4233)[FCA CF] Manager of certification employee
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controlled function added: (4232)CF1 Director (AR)
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controlled function added: (4231)CF1 Director (AR)
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controlled function added: (4230)CF1 Director (AR)
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controlled function added: (4229)CF1 Director (AR)