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.

  • Maxine Ella Wilkie

    IRN MXJ00061

    • (2806)CF30 Customer (4 Dec 2013 to 10 Feb 2016)
  • Mayanthi Kodikara

    IRN MDK01067

    • (2657)Appointed representative dealing with clients for which they require qualification (7 Jul 2021 to 31 May 2023)
    • (2656)CF30 Customer (6 Jul 2021 to 31 May 2023)
  • Megan Louise Farnall

    IRN MXF00389

    • (2203)Appointed representative dealing with clients for which they require qualification (13 Oct 2022 to 8 Apr 2024)
  • Meghan Frances Sorrie

    IRN MXS00911

    • (4059)Appointed representative dealing with clients for which they require qualification (17 Mar 2022 to 25 Jan 2024)
    • (4058)CF30 Customer (17 Mar 2022 to 25 Jan 2024)
  • Mel Francis Kenny

    IRN MFK00001

    • (1865)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Mar 2024)
    • (1864)CF30 Customer (29 Aug 2012 to 28 Mar 2024)
  • Melanie Claire Knight

    IRN MCK00011

    • (833)CF22 Investment Adviser (Trainee) (1 Oct 2002 to 30 Oct 2003)
  • Melanie Gilmour

    IRN MXG01839

    • (1603)Appointed representative dealing with clients for which they require qualification (18 Dec 2020 to 6 May 2021)
  • Melissa Pellegrini

    IRN MXP01662

    • (3693)CF30 Customer (16 Mar 2011 to 13 Jul 2011)
  • Mercedes Elizabeth Osborne

    IRN MXO24365

    • (4084)CF1 Director (AR) (3 Mar 2021 to 8 Feb 2024)
    • (4083)Appointed representative dealing with clients for which they require qualification (12 Nov 2020 to 8 Feb 2024)
  • Mian Asif Zubair

    IRN MXZ00011

    • (2191)Appointed representative dealing with clients for which they require qualification (31 May 2022 to 4 Nov 2022)
    • (2192)CF1 Director (AR) (31 Mar 2022 to 4 Nov 2022)

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)