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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Raymond Robert Schofield
IRN RRS00002
- (241)CF30 Customer (1 Nov 2007 to 28 Dec 2012)
- (242)CF21 Investment Adviser (6 Mar 2006 to 31 Oct 2007)
- (243)CF1 Director (AR) (6 Mar 2006 to 12 Feb 2013)
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Raymond Solomons
IRN RXS00017
- (1022)CF21 Investment Adviser (25 Jan 2002 to 31 Oct 2002)
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Raymond Stolarski
IRN RXS00052
- (154)CF21 Investment Adviser (1 Dec 2001 to 30 Nov 2006)
- (155)CF1 Director (AR) (1 Dec 2001 to 30 Nov 2006)
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Raymond Sutherland
IRN RXS00111
- (3285)CF30 Customer (16 Mar 2011 to 2 Aug 2013)
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Raymond William Rose
IRN RWR00014
- (828)CF7 Sole Trader (AR) (1 Dec 2001 to 24 Oct 2002)
- (827)CF21 Investment Adviser (1 Dec 2001 to 24 Oct 2002)
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Rebecca Grace Adams
IRN RXA00183
- (2263)Appointed representative dealing with clients for which they require qualification (5 Oct 2020 to 24 Nov 2022)
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Rebecca Lily Cochrane
IRN RXC06083
- (4120)CF1 Director (AR) (27 Feb 2023 to 27 Mar 2024)
- (4119)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 27 Mar 2024)
- (4118)CF30 Customer (14 Sep 2018 to 27 Mar 2024)
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Rebecca Robertson
IRN RXR01558
- (3082)Appointed representative dealing with clients for which they require qualification (3 Sep 2020 to 6 Apr 2023)
- (3083)CF1 Director (AR) (21 Jul 2020 to 6 Apr 2023)
- (3081)CF30 Customer (21 Jul 2020 to 6 Apr 2023)
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Rebecca Shasha
IRN RXS03413
- (4122)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2024)
- (4121)CF30 Customer (29 Jun 2018 to 31 Mar 2024)
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Rebecca Unitt
IRN RXU01035
- (452)CF4 Partner (AR) (11 Sep 2012 to 8 Jan 2015)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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City Financial Solutions Limited (no longer appointed)
FRN 575512 · Appointed 17 Sep 2015 · Until 19 Dec 2023
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GMG Investment Managers Ltd (no longer appointed)
FRN 713109 · Appointed 6 Aug 2015 · Until 25 Jan 2024
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Chrysalis Wealth Management Ltd (no longer appointed)
FRN 708796 · Appointed 2 Jul 2015 · Until 1 Sep 2023
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Franklin Associates Limited (no longer appointed)
FRN 188304 · Appointed 2 Jul 2015 · Until 29 Sep 2015
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Emma Storey Independent Financial Planning Ltd (no longer appointed)
FRN 695077 · Appointed 13 May 2015 · Until 7 Mar 2024
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The Ailsa Partnership Ltd (no longer appointed)
FRN 691884 · Appointed 5 May 2015 · Until 28 Sep 2022
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (4288)CF1 Director (AR)
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controlled function added: (4287)CF1 Director
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controlled function added: (4286)CF1 Director (AR)
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controlled function added: (4285)CF28 Systems and controls
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controlled function added: (4284)SMF2 Chief Finance
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controlled function added: (4283)SMF3 Executive Director
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controlled function added: (4282)SMF24 Chief Operations
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controlled function added: (4281)CF30 Customer
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controlled function added: (4280)[FCA CF] Significant management
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controlled function added: (4279)CF1 Director