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 Raymond Hicks
IRN PRH00002
- (2228)CF30 Customer (27 Feb 2020 to 4 Nov 2022)
- (2230)Appointed representative dealing with clients for which they require qualification (27 Jan 2020 to 4 Nov 2022)
- (2229)CF21 Investment Adviser (27 Jun 2006 to 6 Aug 2007)
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Paul Robinson
IRN PKR00003
- (2079)CF30 Customer (30 Jan 2012 to 11 Jul 2012)
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Paul Shephard
IRN PXS00055
- (1741)CF30 Customer (1 Nov 2007 to 31 Oct 2012)
- (1742)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
- (1743)CF1 Director (AR) (1 Dec 2001 to 31 Oct 2012)
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Paul Shore
IRN PXS01948
- (909)CF30 Customer (22 Aug 2008 to 2 Dec 2009)
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Paul Steven Hazard
IRN PSH00006
- (2235)CF30 Customer (28 Aug 2012 to 16 Sep 2016)
- (2236)CF1 Director (AR) (28 Aug 2012 to 16 Sep 2016)
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Paul Stuart Heath
IRN PSH00017
- (82)CF21 Investment Adviser (6 Mar 2006 to 15 Sep 2006)
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Paul Sugden
IRN PHS00002
- (630)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Sep 2020)
- (627)CF30 Customer (1 Nov 2007 to 29 Dec 2010)
- (628)CF21 Investment Adviser (8 Aug 2003 to 31 Oct 2007)
- (629)CF7 Sole Trader (AR) (8 Aug 2003 to 31 Jan 2007)
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Paul Thomas Malone
IRN PTM00001
- (3604)CF21 Investment Adviser (1 Dec 2001 to 23 Aug 2002)
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Paul Twyford
IRN PXT00064
- (2640)CF30 Customer (10 Jun 2013 to 27 Feb 2015)
- (2641)CF1 Director (AR) (10 Jun 2013 to 27 Feb 2015)
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Paul Victor Francis Murray
IRN PVM00001
- (261)CF21 Investment Adviser (6 Mar 2006 to 15 Sep 2006)
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: (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)