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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Nicholas James Pope
IRN NJP00012
- (2979)CF21 Investment Adviser (6 Jan 2006 to 6 Aug 2007)
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Nicholas James Storey
IRN NJS01242
- (1526)CF1 Director (AR) (20 May 2015 to 7 Mar 2024)
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Nicholas Jeremy Rowland Cross
IRN NJC00033
- (1610)CF30 Customer (12 Aug 2015 to 28 Oct 2016)
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Nicholas John Hodges
IRN NJH00042
- (461)CF21 Investment Adviser (1 Dec 2001 to 30 Jun 2004)
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Nicholas John Mayers
IRN NJM00045
- (1156)CF1 Director (AR) (1 Dec 2001 to 10 Sep 2004)
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Nicholas Joseph Jenvey
IRN NJJ00001
- (347)CF21 Investment Adviser (2 Aug 2004 to 6 Aug 2007)
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Nicholas Mark Rowland
IRN NXR08866
- (4111)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Jul 2023)
- (4110)CF30 Customer (3 Dec 2018 to 26 Jul 2023)
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Nicholas Miles Husband
IRN NMH00016
- (1750)CF30 Customer (28 Feb 2011 to 24 Mar 2011)
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Nicholas Paul Jones
IRN NPJ00001
- (4004)CF30 Customer (1 Nov 2007 to 22 May 2014)
- (4005)CF21 Investment Adviser (6 Mar 2006 to 5 Apr 2006)
- (4006)CF4 Partner (AR) (6 Mar 2006 to 5 Apr 2006)
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Nicholas Perry Roberts
IRN NPR01013
- (3680)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jun 2020)
- (3681)CF1 Director (AR) (3 Feb 2017 to 30 Jun 2020)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Elite Private Wealth Management Limited (no longer appointed)
FRN 954058 · Appointed 10 Nov 2021 · Until 27 Mar 2024
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Options Financial Planning Limited (no longer appointed)
FRN 955792 · Appointed 29 Jul 2021 · Until 7 Mar 2024
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Dixon Financial Planning Ltd (no longer appointed)
FRN 803046 · Appointed 28 Jul 2021 · Until 29 Sep 2023
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Lumley Wealth Management Ltd (no longer appointed)
FRN 953193 · Appointed 18 Jun 2021 · Until 3 Apr 2023
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Mayanthi Darshana Kodikara (no longer appointed)
FRN 951971 · Appointed 1 Jun 2021 · Until 31 May 2023
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Sustainable Financial Planning Ltd (no longer appointed)
FRN 946455 · Appointed 5 Mar 2021 · Until 27 Sep 2023
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