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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Robert Lang Steel
IRN RLS00020
- (642)CF21 Investment Adviser (1 Dec 2001 to 23 Jun 2003)
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Robert Lyle
IRN RXL01548
- (1458)CF1 Director (AR) (17 May 2018 to 20 Feb 2024)
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Robert Matthew Caplan
IRN RMC01101
- (3595)CF4 Partner (AR) (8 Sep 2009 to 11 Sep 2012)
- (3592)CF30 Customer (1 Nov 2007 to 11 Sep 2012)
- (3594)CF21 Investment Adviser (30 Nov 2006 to 31 Oct 2007)
- (3593)CF22 Investment Adviser (Trainee) (8 Oct 2004 to 30 Nov 2006)
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Robert Matthew MacDonald Wilkinson
IRN RXW37821
- (2532)[FCA CF] Client dealing (2 Nov 2022 to 5 Jun 2024)
- (2531)Appointed representative dealing with clients for which they require qualification (2 Nov 2022 to 5 Jun 2024)
- (2530)CF30 Customer (24 Oct 2022 to 28 May 2024)
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Robert Michael Blount
IRN RMB01181
- (3692)CF30 Customer (30 Dec 2020 to 8 Feb 2021)
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Robert Michael Holder
IRN RXH55474
- (2708)Appointed representative dealing with clients for which they require qualification (7 Dec 2021 to 5 Jun 2024)
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Robert Neill Sloan Hamilton
IRN RNH00007
- (1693)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Jan 2024)
- (1691)CF30 Customer (1 Nov 2007 to 16 Jan 2024)
- (1692)CF21 Investment Adviser (6 Mar 2006 to 31 Oct 2007)
- (1694)CF1 Director (AR) (6 Mar 2006 to 16 Jan 2024)
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Robert O'Malley-White
IRN RXO00006
- (3942)CF1 Director (AR) (24 Apr 2012 to 30 Apr 2013)
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Robert Oliver Demming
IRN ROD00001
- (1728)CF21 Investment Adviser (2 Aug 2004 to 6 Aug 2007)
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Robert Peter Clark
IRN RPC00013
- (3565)CF21 Investment Adviser (6 Mar 2006 to 5 Apr 2006)
- (3566)CF1 Director (AR) (6 Mar 2006 to 5 Apr 2006)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Lantern Financial Planning Ltd (no longer appointed)
FRN 919279 · Appointed 9 Jan 2020 · Until 10 Jan 2024
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McCreath Financial Partners Limited (no longer appointed)
FRN 567232 · Appointed 17 Dec 2019 · Until 27 Mar 2024
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Candour Financial Planning Limited (no longer appointed)
FRN 589836 · Appointed 16 Dec 2019 · Until 12 Dec 2023
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Future Focus Wealth Management Ltd (no longer appointed)
FRN 918250 · Appointed 13 Dec 2019 · Until 12 May 2020
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Pure Financial Consulting Ltd (no longer appointed)
FRN 464392 · Appointed 20 Nov 2019 · Until 26 May 2022
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AHP Wealth Management Ltd (no longer appointed)
FRN 915802 · Appointed 25 Oct 2019 · Until 5 Mar 2024
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Catalyst Financial Planning Ltd (no longer appointed)
FRN 848476 · Appointed 9 Oct 2019 · Until 27 Sep 2023
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Nicholas Paul Wealth Management Limited (no longer appointed)
FRN 913072 · Appointed 6 Sep 2019 · Until 31 Mar 2024
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (4158)CF1 Director (AR)
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controlled function added: (4157)CF21 Investment Adviser
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controlled function added: (4156)CF21 Investment Adviser
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controlled function added: (4155)CF30 Customer
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controlled function added: (4154)CF2 Non Executive Director
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controlled function added: (4153)SMF10 Chair of the Risk Committee
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controlled function added: (4152)SMF14 Senior Independent Director
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controlled function added: (4151)CF21 Investment Adviser
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controlled function added: (4150)CF1 Director (AR)
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controlled function added: (4149)CF1 Director (AR)