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.

  • Matthew Myles Bourn

    IRN MMB01128

    • (2982)CF30 Customer (1 Mar 2017 to 31 Jul 2017)
  • 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)
  • Matthew Pheasey

    IRN MXP02748

    • (2106)CF2 Non Executive Director (2 Aug 2016 to 16 Nov 2016)
  • Matthew Preston

    IRN MXP00167

    • (3586)CF4 Partner (AR) (6 Sep 2012 to 13 Apr 2015)
    • (3585)CF30 Customer (6 Sep 2012 to 13 Apr 2015)
  • 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)
  • Matthew Sean Tolley

    IRN MST01040

    • (2900)CF30 Customer (3 Jan 2008 to 3 Aug 2008)
  • 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)
  • Maureen Patricia Williams

    IRN MPW00003

    • (339)CF21 Investment Adviser (1 Dec 2001 to 31 Jan 2002)
  • 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)
    • (3374)CF30 Customer (25 Jul 2016 to 27 Mar 2024)
    • (3376)CF1 Director (AR) (25 Jul 2016 to 27 Mar 2024)
  • 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.

Recent activity

Updates to this firm's record on the FCA register.

  1. controlled function added: (4328)CF21 Investment Adviser

  2. controlled function added: (4327)CF30 Customer

  3. controlled function added: (4326)CF1 Director (AR)

  4. controlled function added: (4325)CF4 Partner (AR)

  5. controlled function added: (4324)CF21 Investment Adviser

  6. controlled function added: (4323)CF30 Customer

  7. controlled function added: (4322)CF4 Partner (AR)

  8. controlled function added: (4321)CF21 Investment Adviser

  9. controlled function added: (4320)[FCA CF] Significant management

  10. controlled function added: (4319)CF1 Director