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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Rachel Louise Gow
IRN RLG01029
- (4151)CF21 Investment Adviser (6 Mar 2006 to 6 Mar 2006)
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Rachel Spiers
IRN RXS00374
- (2182)Appointed representative dealing with clients for which they require qualification (26 May 2021 to 8 Sep 2023)
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Rafael Bravo-French
IRN RXB01818
- (1636)CF30 Customer (18 May 2012 to 30 Aug 2013)
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Rahul Chadha
IRN RXC08390
- (4351)CF1 Director (AR) (20 Nov 2018 to 25 Mar 2021)
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Raimonds Pikelis
IRN RIP00003
- (2571)CF30 Customer (1 Apr 2011 to 27 Dec 2012)
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Raja Muhammad Iftikhar
IRN RXI00012
- (4075)CF1 Director (AR) (7 Dec 2020 to 14 Sep 2021)
- (4074)Appointed representative dealing with clients for which they require qualification (12 Oct 2020 to 14 Sep 2021)
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Rakesh Parmar
IRN RXP01380
- (3435)CF30 Customer (9 Aug 2012 to 7 Jul 2014)
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Ralph Gordan Paul McGuicken
IRN RGM00014
- (3483)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Jan 2024)
- (3484)CF1 Director (AR) (24 Oct 2012 to 12 Jan 2024)
- (3482)CF30 Customer (6 Sep 2012 to 4 Oct 2012)
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Ramzy Abu-Eda
IRN RXA00092
- (3732)Appointed representative dealing with clients for which they require qualification (15 Jan 2020 to 24 Mar 2023)
- (3731)CF30 Customer (10 Jan 2020 to 24 Mar 2023)
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Ravi Dipak Prema
IRN RXP06169
- (4117)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Mar 2024)
- (4116)CF30 Customer (17 Sep 2018 to 15 Mar 2024)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Create Financial Management LLP (no longer appointed)
FRN 229237 · Appointed 20 Jul 2012 · Until 30 Sep 2021
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The Wealth Harbour Limited (no longer appointed)
FRN 560553 · Appointed 5 Apr 2012 · Until 26 Sep 2019
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Mortgage and Independent Financial Planning Limited (no longer appointed)
FRN 579095 · Appointed 4 Apr 2012 · Until 30 Apr 2013
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Mr Andrew Robert Purcell (no longer appointed)
FRN 579129 · Appointed 4 Apr 2012 · Until 10 Jun 2015
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Oakdale Financial Services Ltd (no longer appointed)
FRN 575995 · Appointed 24 Feb 2012 · Until 27 Sep 2013
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Taurus Wealth Management Ltd (no longer appointed)
FRN 574603 · Appointed 6 Feb 2012 · Until 20 Aug 2014
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Stevenson Wealth Management Ltd (no longer appointed)
FRN 569464 · Appointed 22 Nov 2011 · Until 15 May 2012
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)