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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Matthew Myles Bourn
IRN MMB01128
- (2982)CF30 Customer (1 Mar 2017 to 31 Jul 2017)
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Matthew Newberry
IRN MXN00069
- (3744)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2021)
- (3743)CF30 Customer (27 Sep 2012 to 30 Sep 2021)
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Matthew Pheasey
IRN MXP02748
- (2106)CF2 Non Executive Director (2 Aug 2016 to 16 Nov 2016)
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Matthew Preston
IRN MXP00167
- (3585)CF30 Customer (6 Sep 2012 to 13 Apr 2015)
- (3586)CF4 Partner (AR) (6 Sep 2012 to 13 Apr 2015)
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Matthew Richards
IRN MXR00048
- (1804)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 May 2021)
- (1803)CF30 Customer (19 Oct 2015 to 4 May 2021)
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Matthew Sean Tolley
IRN MST01040
- (2900)CF30 Customer (3 Jan 2008 to 3 Aug 2008)
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Matthew Steven Akers
IRN MSA01126
- (2944)Appointed representative dealing with clients for which they require qualification (30 Dec 2020 to 5 Jun 2024)
- (2943)CF30 Customer (29 Dec 2020 to 28 May 2024)
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Maureen Patricia Williams
IRN MPW00003
- (339)CF21 Investment Adviser (1 Dec 2001 to 31 Jan 2002)
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Maurice Jean-Paul Pascal Joosten
IRN MJJ01065
- (3375)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 Mar 2024)
- (3376)CF1 Director (AR) (25 Jul 2016 to 27 Mar 2024)
- (3374)CF30 Customer (25 Jul 2016 to 27 Mar 2024)
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Maurice Patterson
IRN MXP00012
- (1037)CF21 Investment Adviser (2 Aug 2004 to 8 Feb 2006)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Blue Arrow Financial Services Ltd (no longer appointed)
FRN 220082 · Appointed 25 Jan 2008 · Until 16 Aug 2012
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Leeds Financial Services (Overseas) Ltd (no longer appointed)
FRN 463409 · Appointed 2 Feb 2007 · Until 8 Jul 2009
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Stag Financial Management (no longer appointed)
FRN 462293 · Appointed 9 Jan 2007 · Until 31 Jul 2017
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Dexterity Financial Services Ltd (no longer appointed)
FRN 459098 · Appointed 26 Oct 2006 · Until 30 Nov 2007
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Boston Financial Services (no longer appointed)
FRN 458108 · Appointed 4 Oct 2006 · Until 22 Dec 2009
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AW THomas Financial Services (no longer appointed)
FRN 457260 · Appointed 14 Sep 2006 · Until 1 Aug 2014
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Weston Financial Partnership Ltd (no longer appointed)
FRN 456913 · Appointed 7 Sep 2006 · Until 22 Jun 2009
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (4328)CF21 Investment Adviser
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controlled function added: (4327)CF30 Customer
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controlled function added: (4326)CF1 Director (AR)
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controlled function added: (4325)CF4 Partner (AR)
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controlled function added: (4324)CF21 Investment Adviser
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controlled function added: (4323)CF30 Customer
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controlled function added: (4322)CF4 Partner (AR)
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controlled function added: (4321)CF21 Investment Adviser
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controlled function added: (4320)[FCA CF] Significant management
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controlled function added: (4319)CF1 Director