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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Jonathan Ashley Waterton
IRN JAW01356
- (1881)CF30 Customer (9 Nov 2016 to 3 Jan 2018)
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Jonathan Charles Dear
IRN JCD01117
- (1744)CF1 Director (AR) (1 Jul 2006 to 15 Oct 2007)
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Jonathan Charles Holmes
IRN JCH00030
- (1718)Appointed representative dealing with clients for which they require qualification (6 Feb 2023 to 5 Jun 2024)
- (1717)CF30 Customer (20 Sep 2022 to 5 Jun 2024)
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Jonathan Claude Corbett
IRN JCC00025
- (6)CF21 Investment Adviser (2 Aug 2004 to 6 Aug 2007)
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Jonathan David Nye
IRN JDN00004
- (704)CF30 Customer (24 Mar 2011 to 6 Aug 2012)
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Jonathan Dymond
IRN JXD00086
- (1036)CF21 Investment Adviser (26 Jul 2006 to 16 Jan 2007)
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Jonathan Eakins
IRN JXE01205
- (468)CF30 Customer (1 Nov 2007 to 30 Nov 2015)
- (470)CF1 Director (AR) (5 Sep 2006 to 30 Nov 2015)
- (469)CF21 Investment Adviser (5 Sep 2006 to 31 Oct 2007)
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Jonathan Edward Arthur Tobbell
IRN JET01096
- (1321)CF1 Director (23 Aug 2006 to 22 Jun 2009)
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Jonathan Edward Ripley
IRN JER01096
- (1292)CF30 Customer (1 Nov 2007 to 17 Nov 2008)
- (1293)CF22 Investment Adviser (Trainee) (18 Aug 2006 to 31 Oct 2007)
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Jonathan Edwards
IRN JXE00025
- (788)CF21 Investment Adviser (6 Aug 2003 to 31 Dec 2004)
- (787)CF22 Investment Adviser (Trainee) (17 Jan 2003 to 6 Aug 2003)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Ivory Financial Advisors Limited (no longer appointed)
FRN 185145 · Appointed 8 Jan 1998 · Until 28 Jun 2002
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Professional Financial Planning Limited (no longer appointed)
FRN 183466 · Appointed 27 Mar 1997 · Until 30 Nov 2006
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Charterhouse Financial Management (no longer appointed)
FRN 183720 · Appointed 4 Mar 1997 · Until 6 Jan 2004
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Professional Financial Management (no longer appointed)
FRN 192382 · Appointed 8 Jan 1997 · Until 5 Oct 2011
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Huw Watts Independent Financial Planning Ltd (no longer appointed)
FRN 182558 · Appointed 19 Dec 1996 · Until 1 Sep 2020
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)