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.

  • Marian Jennifer Bennett

    IRN MJB00021

    • (877)CF30 Customer (19 Jan 2012 to 28 Sep 2016)
  • Marianna Jackson

    IRN MXJ00060

    • (2845)Appointed representative dealing with clients for which they require qualification (28 Feb 2020 to 17 Aug 2021)
  • Marianne Barker

    IRN MXB01917

    • (626)CF4 Partner (AR) (8 Aug 2003 to 31 Oct 2007)
  • Marjorie Anne Russell

    IRN MAR00047

    • (1725)CF7 Sole Trader (AR) (12 May 2004 to 15 Sep 2005)
    • (1726)CF1 Director (AR) (2 Apr 2003 to 12 May 2004)
    • (1724)CF21 Investment Adviser (2 Apr 2003 to 15 Sep 2005)
  • Mark Adrian Wozencroft

    IRN MAW00077

    • (636)CF21 Investment Adviser (22 Jan 2002 to 11 Dec 2003)
    • (635)CF22 Investment Adviser (Trainee) (22 Jan 2002 to 22 Jan 2002)
  • Mark Alan Thomas

    IRN MAT00014

    • (3977)CF4 Partner (AR) (25 May 2018 to 30 Sep 2021)
    • (3979)CF1 Director (13 Dec 2016 to 23 May 2018)
    • (3978)CF1 Director (AR) (24 Jul 2012 to 23 May 2018)
  • Mark Andrew Cooper

    IRN MAC00116

    • (3719)CF30 Customer (30 Mar 2011 to 18 Jul 2012)
  • Mark Andrew Tarry

    IRN MAT00032

    • (3762)CF21 Investment Adviser (6 Mar 2006 to 28 Mar 2006)
    • (3763)CF1 Director (AR) (6 Mar 2006 to 28 Mar 2006)
  • Mark Anthony Oliver

    IRN MAO01051

    • (575)CF1 Director (AR) (17 May 2006 to 8 Aug 2006)
  • Mark Anthony Richard Cordner

    IRN MAC00064

    • (1331)CF4 Partner (AR) (1 Dec 2001 to 30 Oct 2003)

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: (4338)CF4 Partner (AR)

  2. controlled function added: (4337)CF21 Investment Adviser

  3. controlled function added: (4336)CF30 Customer

  4. controlled function added: (4335)CF1 Director (AR)

  5. controlled function added: (4334)CF21 Investment Adviser

  6. controlled function added: (4333)CF1 Director (AR)

  7. controlled function added: (4332)CF4 Partner (AR)

  8. controlled function added: (4331)CF21 Investment Adviser

  9. controlled function added: (4330)CF30 Customer

  10. controlled function added: (4329)CF1 Director (AR)