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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Lucy Jacqueline Bellman
IRN LJB00040
- (1123)CF30 Customer (27 Jan 2012 to 21 Sep 2015)
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Luke Baker
IRN LXB01995
- (2598)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2021)
- (2597)CF30 Customer (24 May 2018 to 30 Sep 2021)
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Luke Benedict Howard Hartley
IRN LBH00010
- (3174)CF30 Customer (4 Sep 2012 to 9 Jun 2017)
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Luke Hillier
IRN LXH00263
- (2272)Appointed representative dealing with clients for which they require qualification (30 Nov 2020 to 3 Feb 2024)
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Luke Robert Grover
IRN LRG01026
- (1902)CF30 Customer (25 Jan 2019 to 16 Nov 2020)
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Lydia Helen Tutt
IRN LHB01013
- (2633)CF30 Customer (29 Dec 2020 to 1 Jun 2021)
- (2634)Appointed representative dealing with clients for which they require qualification (17 Nov 2020 to 1 Jun 2021)
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Lydia Janet Day
IRN LJD01066
- (1517)CF4 Partner (AR) (30 Aug 2012 to 6 Sep 2021)
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Lynda Margaret Upperton
IRN LMI00004
- (4259)CF1 Director (AR) (5 Jul 2013 to 22 Mar 2017)
- (4258)CF30 Customer (5 Jul 2013 to 25 Nov 2013)
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Lyndsay Jane Long
IRN LJJ00005
- (603)CF30 Customer (1 Nov 2007 to 6 Jul 2012)
- (606)CF1 Director (AR) (23 Jun 2003 to 18 Nov 2010)
- (605)CF4 Partner (AR) (30 Aug 2002 to 23 Jun 2003)
- (604)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
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Lynn Annetta Aucott
IRN LAA00008
- (4145)CF1 Director (AR) (6 Mar 2006 to 6 Jul 2006)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Haven Independent Financial Advisers Limited (278) (no longer appointed)
FRN 191424 · Appointed 6 Mar 2006 · Until 28 Mar 2006
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HC Financial Services Limited (no longer appointed)
FRN 440019 · Appointed 6 Mar 2006 · Until 19 Aug 2008
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Henden Hill & Associates Ltd (no longer appointed)
FRN 228768 · Appointed 6 Mar 2006 · Until 16 Mar 2012
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Hermitage Financial Management (no longer appointed)
FRN 173341 · Appointed 6 Mar 2006 · Until 23 Aug 2006
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Highgrove Financial Solutions Limited (no longer appointed)
FRN 165816 · Appointed 6 Mar 2006 · Until 21 Mar 2006
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Holborn Asset Management (148) (no longer appointed)
FRN 177651 · Appointed 6 Mar 2006 · Until 31 Aug 2023
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HORIZON FINANCIAL MANAGEMENT LTD (no longer appointed)
FRN 424740 · Appointed 6 Mar 2006 · Until 19 Jan 2024
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Hull Matthewson Phillips Financial Services Limited (317) (no longer appointed)
FRN 192103 · Appointed 6 Mar 2006 · Until 19 Aug 2008
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (4308)CF1 Director (AR)
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controlled function added: (4307)CF30 Customer
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controlled function added: (4306)CF4 Partner (AR)
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controlled function added: (4305)CF21 Investment Adviser
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controlled function added: (4304)CF1 Director (AR)
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controlled function added: (4303)CF4 Partner (AR)
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controlled function added: (4302)CF21 Investment Adviser
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controlled function added: (4301)CF4 Partner (AR)
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controlled function added: (4300)CF21 Investment Adviser
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controlled function added: (4299)[FCA CF] Significant management