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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Michelle Hiles
IRN MXH00468
- (2297)[FCA CF] Significant management (4 Dec 2020 to 16 Jun 2023)
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Michelle Sheppard
IRN MXW00034
- (3509)CF21 Investment Adviser (1 Dec 2001 to 31 Jul 2003)
- (3510)CF1 Director (AR) (1 Dec 2001 to 31 Jul 2003)
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Michelle Ward
IRN MXW00138
- (2917)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Apr 2024)
- (2916)CF30 Customer (20 Mar 2013 to 4 Apr 2024)
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Mike Metcalf
IRN MRM00001
- (2699)CF1 Director (AR) (30 Jan 2023 to 9 Nov 2023)
- (2698)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Jan 2024)
- (2695)CF30 Customer (1 Nov 2007 to 12 Jan 2024)
- (2696)CF21 Investment Adviser (21 Nov 2003 to 31 Oct 2007)
- (2697)CF7 Sole Trader (AR) (21 Nov 2003 to 31 Jan 2007)
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Miles Anthony Hawkins
IRN MAH00016
- (1759)CF21 Investment Adviser (25 May 2005 to 10 Oct 2005)
- (1758)CF22 Investment Adviser (Trainee) (2 Aug 2004 to 25 May 2005)
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Miles Clifford William Goodworth
IRN MCG00010
- (1731)CF1 Director (AR) (4 Jul 2014 to 26 Feb 2015)
- (1730)CF30 Customer (3 Jun 2013 to 31 Mar 2015)
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Miranda Elizabeth Eckersley
IRN MEE01037
- (1952)[FCA CF] Significant management (12 Apr 2021 to 18 Aug 2022)
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Mirek Kruczyk
IRN MXK00014
- (2093)CF30 Customer (13 Apr 2011 to 18 Jul 2013)
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Mohamed Taslim-Dean
IRN MXT00041
- (687)CF21 Investment Adviser (13 Oct 2004 to 8 Aug 2005)
- (686)CF22 Investment Adviser (Trainee) (2 Aug 2004 to 13 Oct 2004)
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Mohammad Arshad Khan
IRN MAK01089
- (1031)CF21 Investment Adviser (2 Aug 2004 to 30 Dec 2004)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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A Plus Financial Advice Ltd (no longer appointed)
FRN 569822 · Appointed 15 Jan 2013 · Until 19 Dec 2023
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Thistle Financial Planning Ltd (no longer appointed)
FRN 568972 · Appointed 27 Dec 2012 · Until 29 Sep 2023
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Cheam Financial Planning Ltd (no longer appointed)
FRN 591971 · Appointed 27 Nov 2012 · Until 3 Feb 2024
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PSD Financial Services Limited (no longer appointed)
FRN 182493 · Appointed 7 Nov 2012 · Until 22 Sep 2022
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Bloomfield Corporate Consultancy Limited (no longer appointed)
FRN 586668 · Appointed 24 Oct 2012 · Until 12 Jan 2024
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Hather Financial Services Ltd (no longer appointed)
FRN 182496 · Appointed 19 Oct 2012 · Until 30 Sep 2020
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