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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Philip John Wallhead
IRN PJW00034
- (1616)CF30 Customer (1 Nov 2007 to 30 Nov 2007)
- (1617)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
- (1618)CF1 Director (AR) (1 Dec 2001 to 30 Nov 2007)
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Philip Kay
IRN PXK00059
- (879)CF30 Customer (29 Apr 2013 to 23 Aug 2013)
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Philip Lawrence Adams
IRN PLA00005
- (2323)CF30 Customer (4 Sep 2012 to 30 Sep 2016)
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Philip Michael Andrews
IRN PMA01024
- (2910)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2024)
- (2909)CF30 Customer (10 Jul 2017 to 31 Mar 2024)
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Philip Michael Richard Spratt-Callaghan
IRN PMS00012
- (2959)CF30 Customer (24 Aug 2012 to 16 Sep 2016)
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Philip Mitchelmore
IRN PXM00070
- (3903)CF30 Customer (1 Nov 2007 to 1 Oct 2009)
- (3904)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
- (3905)CF1 Director (AR) (1 Dec 2001 to 1 Oct 2009)
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Philip Robert Grant
IRN PRG00015
- (1284)CF30 Customer (1 Nov 2007 to 21 Dec 2009)
- (1286)CF1 Director (AR) (6 Mar 2006 to 21 Dec 2009)
- (1285)CF21 Investment Adviser (6 Mar 2006 to 31 Oct 2007)
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Philip Robert Smith
IRN PRS01168
- (1824)CF30 Customer (29 May 2014 to 16 Sep 2015)
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Philip Robson
IRN PJR00067
- (1912)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Jan 2024)
- (1911)CF30 Customer (28 Aug 2012 to 9 Jan 2024)
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Philip Sidney George
IRN PSG00012
- (3239)CF21 Investment Adviser (1 Feb 2006 to 6 Aug 2007)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Scholes & Storey Limited (no longer appointed)
FRN 773711 · Appointed 10 Mar 2017 · Until 29 Sep 2023
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IWM Informed Wealth Management (Oxfordshire) Ltd (no longer appointed)
FRN 766804 · Appointed 9 Dec 2016 · Until 23 Jun 2023
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Cherry May Financial Planning Ltd (no longer appointed)
FRN 764985 · Appointed 21 Nov 2016 · Until 23 Jul 2019
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Whitehall Wealth Management Ltd (no longer appointed)
FRN 761085 · Appointed 13 Oct 2016 · Until 12 Aug 2020
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (4298)CF1 Director (AR)
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controlled function added: (4297)[FCA CF] Significant management
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controlled function added: (4296)[FCA CF] Significant management
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controlled function added: (4295)SMF3 Executive Director
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controlled function added: (4294)SMF4 Chief Risk
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controlled function added: (4293)SMF16 Compliance Oversight
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controlled function added: (4292)SMF17 Money Laundering Reporting Officer (MLRO)
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controlled function added: (4291)Responsible for Insurance Distribution
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controlled function added: (4290)Responsibility for MCD Intermediation
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controlled function added: (4289)CF1 Director (AR)