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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Jonathan Nicholas Lightfoot
IRN JNL00002
- (3409)CF30 Customer (1 Nov 2007 to 6 Jul 2009)
- (3410)CF21 Investment Adviser (6 Mar 2006 to 31 Oct 2007)
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Jonathan Nicholas Moore
IRN JNM00003
- (1523)CF30 Customer (20 Dec 2011 to 20 Dec 2011)
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Jonathan Nicolas Bolger
IRN JNB00026
- (2181)CF21 Investment Adviser (6 Mar 2006 to 30 Nov 2006)
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Jonathan Parsons
IRN JXP00098
- (2483)CF30 Customer (24 Mar 2011 to 30 Sep 2012)
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Jonathan Paul Froggatt
IRN JPF01056
- (4155)CF30 Customer (1 Nov 2007 to 21 Dec 2007)
- (4156)CF21 Investment Adviser (12 Oct 2006 to 31 Oct 2007)
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Jonathan Paul Jeffrey
IRN JPJ00006
- (1585)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2022)
- (1582)CF30 Customer (1 Nov 2007 to 31 Mar 2022)
- (1583)CF22 Investment Adviser (Trainee) (16 Jan 2002 to 16 Jan 2002)
- (1584)CF21 Investment Adviser (16 Jan 2002 to 31 Oct 2007)
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Jonathan Paul Walker
IRN JXW00034
- (3969)CF30 Customer (29 Aug 2012 to 1 Dec 2015)
- (3970)CF1 Director (AR) (29 Aug 2012 to 1 Dec 2015)
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Jonathan Peter Curley
IRN JPC00051
- (1256)CF1 Director (AR) (26 Jul 2010 to 11 Sep 2014)
- (1254)CF30 Customer (1 Nov 2007 to 11 Sep 2014)
- (1255)CF22 Investment Adviser (Trainee) (6 Jun 2007 to 31 Oct 2007)
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Jonathan Stuart McCullough
IRN JSM00007
- (2102)CF30 Customer (21 Mar 2013 to 15 Mar 2016)
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Jonathan White
IRN JXW02045
- (2947)Appointed representative dealing with clients for which they require qualification (3 Aug 2020 to 5 Oct 2022)
- (2948)CF1 Director (AR) (2 Jul 2020 to 5 Oct 2022)
- (2946)CF30 Customer (2 Jul 2020 to 5 Oct 2022)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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PLF Wealth Management Ltd (no longer appointed)
FRN 165645 · Appointed 9 Sep 1996 · Until 29 Sep 2023
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Rowborough Financial Management Ltd (no longer appointed)
FRN 180783 · Appointed 15 Aug 1996 · Until 24 Feb 2003
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Bell Centre Insurance Services Ltd (no longer appointed)
FRN 180549 · Appointed 24 Jul 1996 · Until 21 Aug 2002
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G H MacDonald Pensions & Financial Services Limited (no longer appointed)
FRN 180942 · Appointed 10 Jul 1996 · Until 30 Nov 2006
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Wilcox Young Personal Wealth Management Limited (no longer appointed)
FRN 179696 · Appointed 5 Jun 1996 · Until 24 Feb 2003
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Lawrence Financial Services Limited (no longer appointed)
FRN 118336 · Appointed 3 Nov 1995 · Until 31 Dec 2013
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Pinney Moore & Company Ltd (no longer appointed)
FRN 175908 · Appointed 31 Oct 1995 · Until 15 Jun 2010
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