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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Richard Ware
IRN REW00020
- (2436)CF7 Sole Trader (AR) (23 Sep 2002 to 22 Dec 2004)
- (2435)CF21 Investment Adviser (1 Dec 2001 to 22 Dec 2004)
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Richard William Rogers
IRN RWR01046
- (3143)CF30 Customer (10 Mar 2020 to 31 Aug 2022)
- (3144)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Aug 2022)
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Richard William Southward
IRN RWS00009
- (341)CF30 Customer (23 Feb 2011 to 24 Dec 2012)
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Rickey Cooper
IRN RXC00180
- (1114)CF1 Director (AR) (1 Dec 2001 to 1 Jun 2005)
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Rita Malhotra
IRN RXM01530
- (3584)CF1 Director (AR) (13 Aug 2010 to 27 Sep 2018)
- (3583)CF30 Customer (13 Aug 2010 to 27 Sep 2018)
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Rob John
IRN RXJ00145
- (2931)Appointed representative dealing with clients for which they require qualification (24 Sep 2021 to 9 Aug 2022)
- (2930)CF30 Customer (24 Sep 2021 to 9 Aug 2022)
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Robert Alan Pepper
IRN RAP01126
- (1050)CF1 Director (AR) (6 Mar 2006 to 22 Mar 2006)
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Robert Alexander Ritchie
IRN RAR00015
- (2736)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Sep 2020)
- (2735)CF30 Customer (9 Sep 2015 to 28 Sep 2020)
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Robert Anthony Lawson
IRN RAL00012
- (1403)CF4 Partner (AR) (6 Apr 2011 to 1 Aug 2016)
- (1404)CF1 Director (AR) (31 Mar 2011 to 1 Aug 2016)
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Robert Anthony North
IRN RXN01142
- (3280)CF1 Director (AR) (23 Feb 2012 to 20 Aug 2014)
- (3279)CF30 Customer (24 Jun 2011 to 20 Aug 2014)
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: (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)