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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Linda Diana Loveridge
IRN LDL00001
- (2974)CF30 Customer (1 Nov 2007 to 5 Sep 2011)
- (2975)CF21 Investment Adviser (2 Aug 2004 to 31 Oct 2007)
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Linda Margaret Cameron
IRN LXC00309
- (2218)Appointed representative dealing with clients for which they require qualification (25 May 2021 to 8 Apr 2024)
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Linda Veronica Letchford
IRN LVL00001
- (142)CF21 Investment Adviser (6 Mar 2006 to 6 Mar 2006)
- (143)CF7 Sole Trader (AR) (6 Mar 2006 to 31 Jan 2007)
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Linda Walker Grier
IRN LWG01013
- (3100)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Feb 2024)
- (3099)CF30 Customer (12 Mar 2012 to 21 Aug 2012)
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Linda Wood
IRN LXW01338
- (441)CF30 Customer (3 Sep 2012 to 23 Nov 2015)
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Lindsay Colledge
IRN LIC01006
- (1812)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Mar 2024)
- (1813)CF1 Director (AR) (9 Jul 2013 to 15 Mar 2024)
- (1811)CF30 Customer (9 Jul 2013 to 15 Mar 2024)
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Lindsey Jane Reader
IRN LJR01043
- (2331)CF21 Investment Adviser (1 Nov 2005 to 6 Aug 2007)
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Lisa Ann Florence Price
IRN LAP01078
- (4270)CF4 Partner (AR) (28 Oct 2013 to 18 Sep 2015)
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Lisa Boulton
IRN LMB01172
- (1551)Appointed representative dealing with clients for which they require qualification (14 Oct 2021 to 24 Jan 2024)
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Lisa Holden
IRN LXH00278
- (2226)Appointed representative dealing with clients for which they require qualification (22 Jun 2021 to 10 Aug 2021)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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In Practice Financial Management Ltd (no longer appointed)
FRN 216725 · Appointed 6 Mar 2006 · Until 10 Nov 2020
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Inspiration Wealth Management Ltd (no longer appointed)
FRN 400063 · Appointed 6 Mar 2006 · Until 31 Mar 2024
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InterFinancial Management (no longer appointed)
FRN 230990 · Appointed 6 Mar 2006 · Until 1 Oct 2009
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Investing For Tomorrow LLP (no longer appointed)
FRN 448547 · Appointed 6 Mar 2006 · Until 26 Nov 2013
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John Carnell Independent Financial Advisers (410) (no longer appointed)
FRN 195922 · Appointed 6 Mar 2006 · Until 17 Aug 2006
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Kendal Financial Management (382) (no longer appointed)
FRN 194749 · Appointed 6 Mar 2006 · Until 29 Dec 2009
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)