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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Lisa Jane Hills
IRN LJH01138
- (624)CF1 Director (AR) (23 Jun 2010 to 30 Sep 2010)
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Lisa Johnson
IRN LXJ01173
- (1539)CF30 Customer (2 Jan 2014 to 31 Jan 2015)
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Lisa Paul
IRN LXP00176
- (2255)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Mar 2024)
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Lorraine Montgomery
IRN LXM00011
- (1462)CF1 Director (AR) (13 Oct 2017 to 31 Mar 2024)
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Louisa Kathryn Metcalf
IRN LXL14430
- (4101)CF1 Director (AR) (25 Jan 2023 to 12 Jan 2024)
- (4100)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Jan 2024)
- (4099)CF30 Customer (3 May 2019 to 12 Jan 2024)
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Louisa McGreig
IRN LED01019
- (500)CF30 Customer (1 Dec 2016 to 31 Jul 2017)
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Louise Annie Hutchinson
IRN LXH20105
- (4087)[FCA CF] Client dealing (6 Jul 2022 to 5 Jun 2024)
- (4086)Appointed representative dealing with clients for which they require qualification (6 Jul 2022 to 5 Jun 2024)
- (4085)CF30 Customer (6 Jul 2022 to 28 May 2024)
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Louise Barber
IRN LXB00089
- (676)CF1 Director (AR) (2 Jan 2008 to 25 Jan 2010)
- (675)CF4 Partner (AR) (6 Mar 2006 to 2 Jan 2008)
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Louise Rebecca Willett
IRN LXW00264
- (2207)Appointed representative dealing with clients for which they require qualification (21 Dec 2022 to 19 Jul 2023)
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Lucas Jones
IRN LXJ01115
- (1058)CF30 Customer (18 Dec 2018 to 1 Jul 2019)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Citation (2000) Limited (284) (no longer appointed)
FRN 191388 · Appointed 6 Mar 2006 · Until 1 Oct 2012
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Courts Independent Financial Management LLP (no longer appointed)
FRN 147697 · Appointed 6 Mar 2006 · Until 2 Jun 2006
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Cromwell House Financial Solutions Ltd (no longer appointed)
FRN 229083 · Appointed 6 Mar 2006 · Until 2 Sep 2013
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Crown Financial Services (no longer appointed)
FRN 179843 · Appointed 6 Mar 2006 · Until 15 Sep 2006
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Crystal Clear Mortgage Solutions Ltd (no longer appointed)
FRN 430267 · Appointed 6 Mar 2006 · Until 16 Aug 2006
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Cusack Financial Management Ltd (no longer appointed)
FRN 407706 · Appointed 6 Mar 2006 · Until 30 Nov 2010
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (4188)Responsible for Insurance Mediation
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controlled function added: (4187)Responsibility for MCD Intermediation
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controlled function added: (4186)[FCA CF] Significant management
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controlled function added: (4185)[FCA CF] Manager of certification employee
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controlled function added: (4184)SMF24 Chief Operations
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controlled function added: (4183)CF21 Investment Adviser
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controlled function added: (4182)CF30 Customer
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controlled function added: (4181)CF1 Director (AR)
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controlled function added: (4180)CF21 Investment Adviser
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controlled function added: (4179)CF1 Director (AR)