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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Jonathan Gill
IRN JXG02064
- (772)CF30 Customer (16 Dec 2014 to 26 Sep 2016)
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Jonathan Harry Shepherd
IRN JHS01114
- (2145)CF30 Customer (24 Feb 2009 to 15 May 2009)
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Jonathan Hearn
IRN JXH00239
- (1783)CF30 Customer (6 Jan 2012 to 30 Jun 2017)
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Jonathan Ian Montgomery
IRN JIM01032
- (2107)CF30 Customer (2 Feb 2015 to 15 Jul 2016)
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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)
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Jonathan Jordan Scott
IRN JJS01077
- (3276)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2024)
- (3275)CF30 Customer (21 Sep 2012 to 31 Mar 2024)
- (3277)CF1 Director (AR) (21 Sep 2012 to 31 Mar 2024)
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Jonathan Lee Dale
IRN JLD01079
- (3149)CF1 Director (AR) (24 Jun 2010 to 30 Sep 2011)
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Jonathan Michael Paul Anderson
IRN JMA01184
- (508)CF30 Customer (14 Oct 2011 to 11 Sep 2012)
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Jonathan Neil Alexander
IRN JNA00005
- (3637)CF21 Investment Adviser (25 Apr 2002 to 22 Oct 2003)
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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.
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Gott Financial Services (no longer appointed)
FRN 206521 · Appointed 27 Jun 2001 · Until 24 Oct 2005
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Adrian Latham Independent Financial Planner (no longer appointed)
FRN 195703 · Appointed 16 May 2001 · Until 19 Mar 2002
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Prosperity Independent Financial Services (no longer appointed)
FRN 195719 · Appointed 1 May 2001 · Until 6 Jan 2004
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James Deans Independent Financial Adviser (no longer appointed)
FRN 195015 · Appointed 19 Feb 2001 · Until 24 Feb 2003
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Crescent Independent (Financial Services) Ltd (no longer appointed)
FRN 200350 · Appointed 12 Feb 2001 · Until 15 Sep 2023
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Miura Wealth Management Ltd (no longer appointed)
FRN 193253 · Appointed 6 Oct 2000 · Until 7 Mar 2005
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)