Date authorised
1 April 2013
Companies House
02654877
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    c/o Edward Boyle and Robert Spence both of Interpath Advisory
    10 Fleet Place
    London
    EC4M 7RB
    UNITED KINGDOM
    Phone
    +4402039892800
  • Complaints Contact

    c/o Edward Boyle and Robert Spence both of Interpath Advisory
    10 Fleet Place
    London
    EC4M 7RB
    UNITED KINGDOM
    Phone
    +4402039892800

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • P2P Lending Advice

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

  • Pension Transfer Advice

    For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

    Show 1 limitation
    • · 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.
  • Equity Release Advice

    For Customer, Home reversion plans

  • Investment Advice (no pensions)

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · 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.
  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

  • Equity Release Arranging

    For Customer, Home reversion plans

  • Arranges Investments

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · 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.
  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Insurance Admin

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Stockbroking

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Debt Negotiation

    Show 1 limitation
    • · This permission is limited to debt adjusting with no debt management activity
  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling with no debt management activity
  • Consumer Loans

    Show 1 limitation
    • · 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.
  • Equity Release Setup

    For Customer, Home reversion plans

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · 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.
  • Credit Score Services

    Show 1 limitation
    • · 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.

  • Jonathan Gill

    IRN JXG02064

    • (772)CF30 Customer (16 Dec 2014 to 26 Sep 2016)
  • Jonathan Harry Shepherd

    IRN JHS01114

    • (2145)CF30 Customer (24 Feb 2009 to 15 May 2009)
  • Jonathan Hearn

    IRN JXH00239

    • (1783)CF30 Customer (6 Jan 2012 to 30 Jun 2017)
  • Jonathan Ian Montgomery

    IRN JIM01032

    • (2107)CF30 Customer (2 Feb 2015 to 15 Jul 2016)
  • Jonathan James Bryan

    IRN JJB00037

    • (2385)CF30 Customer (1 Nov 2007 to 6 Nov 2007)
    • (2386)CF21 Investment Adviser (12 Apr 2006 to 31 Oct 2007)
    • (2387)CF1 Director (AR) (6 Mar 2006 to 5 Apr 2006)
  • Jonathan Jordan Scott

    IRN JJS01077

    • (3276)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2024)
    • (3277)CF1 Director (AR) (21 Sep 2012 to 31 Mar 2024)
    • (3275)CF30 Customer (21 Sep 2012 to 31 Mar 2024)
  • Jonathan Lee Dale

    IRN JLD01079

    • (3149)CF1 Director (AR) (24 Jun 2010 to 30 Sep 2011)
  • Jonathan Michael Paul Anderson

    IRN JMA01184

    • (508)CF30 Customer (14 Oct 2011 to 11 Sep 2012)
  • Jonathan Neil Alexander

    IRN JNA00005

    • (3637)CF21 Investment Adviser (25 Apr 2002 to 22 Oct 2003)
  • Jonathan Newman

    IRN JSN01030

    • (3261)CF2 Non Executive Director (AR) (15 Aug 2014 to 24 May 2016)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

  1. controlled function added: (4348)CF1 Director (AR)

  2. controlled function added: (4347)CF1 Director (AR)

  3. controlled function added: (4346)CF21 Investment Adviser

  4. controlled function added: (4345)CF22 Investment Adviser (Trainee)

  5. controlled function added: (4344)CF30 Customer

  6. controlled function added: (4343)CF1 Director (AR)

  7. controlled function added: (4342)CF30 Customer

  8. controlled function added: (4341)CF21 Investment Adviser

  9. controlled function added: (4340)CF22 Investment Adviser (Trainee)

  10. controlled function added: (4339)CF1 Director (AR)