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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Robert Exley Brough
IRN REB01063
- (1026)CF22 Investment Adviser (Trainee) (29 Jan 2002 to 16 Dec 2004)
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Robert Geoffrey Moffat Green
IRN RGG01055
- (2632)CF30 Customer (7 Aug 2015 to 31 Jul 2017)
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Robert Gordon Ayley
IRN RGA00001
- (1924)CF30 Customer (1 Nov 2007 to 18 May 2015)
- (1925)CF21 Investment Adviser (6 Mar 2006 to 31 Oct 2007)
- (1926)CF1 Director (AR) (6 Mar 2006 to 18 May 2015)
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Robert Grattage
IRN RAG00011
- (3370)CF1 Director (AR) (8 May 2014 to 1 Aug 2016)
- (3369)CF4 Partner (AR) (12 Apr 2011 to 1 Aug 2016)
- (3368)CF30 Customer (30 Mar 2011 to 1 Aug 2016)
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Robert Gray
IRN RXG00228
- (398)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Sep 2020)
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Robert Gregory Hannaford
IRN RGH01065
- (1034)CF21 Investment Adviser (2 Feb 2005 to 31 Jul 2007)
- (1033)CF22 Investment Adviser (Trainee) (2 Aug 2004 to 2 Feb 2005)
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Robert Hardwick
IRN RXH00156
- (3553)CF30 Customer (1 Nov 2007 to 11 Jan 2013)
- (3554)CF21 Investment Adviser (6 Mar 2006 to 31 Oct 2007)
- (3555)CF1 Director (AR) (6 Mar 2006 to 11 Jan 2013)
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Robert Havenhand
IRN RXH00151
- (4223)CF21 Investment Adviser (26 Mar 2003 to 13 Dec 2004)
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Robert Henderson
IRN RXH00038
- (4036)CF1 Director (AR) (7 Aug 2014 to 9 May 2016)
- (4034)CF30 Customer (11 Sep 2012 to 9 May 2016)
- (4035)CF4 Partner (AR) (11 Sep 2012 to 24 Sep 2014)
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Robert Ian Mitchell
IRN RIM00001
- (3610)CF4 Partner (AR) (30 Nov 2012 to 30 Sep 2019)
- (3611)CF1 Director (AR) (5 Oct 2012 to 5 Dec 2012)
- (3609)CF30 Customer (1 Oct 2012 to 30 Sep 2019)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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A Plus Financial Advice Ltd (no longer appointed)
FRN 569822 · Appointed 15 Jan 2013 · Until 19 Dec 2023
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Thistle Financial Planning Ltd (no longer appointed)
FRN 568972 · Appointed 27 Dec 2012 · Until 29 Sep 2023
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Cheam Financial Planning Ltd (no longer appointed)
FRN 591971 · Appointed 27 Nov 2012 · Until 3 Feb 2024
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PSD Financial Services Limited (no longer appointed)
FRN 182493 · Appointed 7 Nov 2012 · Until 22 Sep 2022
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Bloomfield Corporate Consultancy Limited (no longer appointed)
FRN 586668 · Appointed 24 Oct 2012 · Until 12 Jan 2024
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Hather Financial Services Ltd (no longer appointed)
FRN 182496 · Appointed 19 Oct 2012 · Until 30 Sep 2020
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (4228)CF1 Director (AR)
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controlled function added: (4227)CF1 Director (AR)
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controlled function added: (4226)CF4 Partner (AR)
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controlled function added: (4225)CF1 Director (AR)
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controlled function added: (4224)CF1 Director (AR)
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controlled function added: (4223)CF21 Investment Adviser
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controlled function added: (4222)CF1 Director (AR)
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controlled function added: (4221)SMF4 Chief Risk
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controlled function added: (4220)SMF16 Compliance Oversight
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controlled function added: (4219)SMF17 Money Laundering Reporting Officer (MLRO)