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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Paul Adam Bogalski
IRN PAB00068
- (545)CF22 Investment Adviser (Trainee) (2 Aug 2004 to 20 Jan 2005)
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Paul Alan Littlewood
IRN PAL00013
- (1944)CF30 Customer (1 May 2020 to 11 Jun 2021)
- (1945)Appointed representative dealing with clients for which they require qualification (23 Mar 2020 to 11 Jun 2021)
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Paul Andrew Bailey
IRN PAB00088
- (3773)CF30 Customer (1 Nov 2007 to 30 Dec 2011)
- (3774)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
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Paul Andrew Cryan
IRN PAC00005
- (3620)CF30 Customer (8 Oct 2019 to 13 Feb 2020)
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Paul Andrew Payne
IRN PAP00014
- (1221)CF30 Customer (1 Nov 2007 to 6 Jul 2017)
- (1225)CF1 Director (AR) (6 May 2003 to 6 Jul 2017)
- (1223)CF21 Investment Adviser (12 Jun 2002 to 31 Oct 2007)
- (1222)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 12 Jun 2002)
- (1224)CF4 Partner (AR) (1 Dec 2001 to 6 May 2003)
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Paul Andrew Robinson
IRN PAR00010
- (1941)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Apr 2023)
- (1942)CF1 Director (AR) (18 Sep 2012 to 18 Apr 2023)
- (1940)CF30 Customer (6 Sep 2012 to 18 Apr 2023)
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Paul Andrew Whitehead
IRN PAW01247
- (2896)Appointed representative dealing with clients for which they require qualification (18 Sep 2023 to 9 Jan 2024)
- (2895)CF30 Customer (23 Aug 2023 to 9 Jan 2024)
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Paul Anthony Clarke
IRN PAC00058
- (1076)CF21 Investment Adviser (22 Nov 2005 to 6 Aug 2007)
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Paul Anthony Fitzpatrick
IRN PAF00034
- (1591)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 May 2023)
- (1590)CF4 Partner (AR) (26 Jul 2018 to 31 Aug 2018)
- (1589)CF30 Customer (31 Aug 2012 to 22 May 2023)
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Paul Anthony Simmonds
IRN PAS01155
- (3687)CF30 Customer (23 Jun 2011 to 15 Oct 2014)
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: (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)