Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
c/o Edward Boyle and Robert Spence both of Interpath Advisory10 Fleet PlaceLondonEC4M 7RBUNITED KINGDOM- Phone
- +4402039892800
-
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.
-
Buy-to-Let Mortgage Advice
-
Buy-to-Let Mortgage Arranging
-
P2P Lending Advice
For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional
-
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.
-
Equity Release Advice
For Customer, Home reversion plans
-
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.
-
Mortgage Advice
For Customer, Regulated mortgage contract
-
Authorised to Operate
-
Equity Release Arranging
For Customer, Home reversion plans
-
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.
-
Mortgage Arranging
For Customer, Regulated mortgage contract
-
Insurance Admin
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
-
Credit Brokering
-
Stockbroking
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
-
Debt Negotiation
Show 1 limitation Hide limitations
- · This permission is limited to debt adjusting with no debt management activity
-
Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
-
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.
-
Equity Release Setup
For Customer, Home reversion plans
-
Mortgage Setup
For Customer, Regulated mortgage contract
-
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.
-
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.
-
Keith Andrew Knight
IRN KAK01068
- (1447)CF1 Director (AR) (16 May 2018 to 24 Jan 2024)
-
Keith Andrew Scheu
IRN KAS01085
- (3367)CF30 Customer (13 Dec 2011 to 6 Aug 2013)
-
Keith Anthony Ferris
IRN KAF00010
- (2994)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Jun 2024)
- (2993)CF30 Customer (22 Oct 2018 to 28 May 2024)
-
Keith Arthur Carby
IRN KAC01029
- (4213)CF1 Director (AR) (15 Dec 2005 to 6 Aug 2007)
-
Keith Ashurst
IRN KXA00011
- (1525)CF4 Partner (AR) (1 Dec 2001 to 10 May 2007)
- (1524)CF21 Investment Adviser (1 Dec 2001 to 29 Mar 2006)
-
Keith Bonsall
IRN KRB00027
- (1420)Appointed representative dealing with clients for which they require qualification (21 Sep 2020 to 9 Jun 2021)
-
Keith Bothwell
IRN KXB83390
- (1716)Appointed representative dealing with clients for which they require qualification (10 May 2022 to 8 Mar 2024)
-
Keith Brett Stone
IRN KXS00277
- (2267)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Aug 2021)
-
Keith David MacDonald
IRN KDM00007
- (882)CF21 Investment Adviser (11 Jul 2002 to 26 Sep 2002)
-
Keith Donald Richards
IRN KDR01011
- (443)CF1 Director (26 Nov 2004 to 28 Mar 2013)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
Platinum Wealth Management (no longer appointed)
FRN 401923 · Appointed 6 Mar 2006 · Until 12 May 2006
-
Prema Financial Services Limited (no longer appointed)
FRN 224080 · Appointed 6 Mar 2006 · Until 15 Mar 2024
-
Priory Financial Planning Ltd (no longer appointed)
FRN 224274 · Appointed 6 Mar 2006 · Until 16 Jan 2024
-
Professional Mortgage Solutions (N.I.) (no longer appointed)
FRN 409904 · Appointed 6 Mar 2006 · Until 30 Nov 2006
-
Professional Solutions Group Ltd (no longer appointed)
FRN 222578 · Appointed 6 Mar 2006 · Until 25 May 2015
-
Profit with Principle Limited (no longer appointed)
FRN 212778 · Appointed 6 Mar 2006 · Until 19 Dec 2023
Recent activity
Updates to this firm's record on the FCA register.
-
controlled function added: (4288)CF1 Director (AR)
-
controlled function added: (4287)CF1 Director
-
controlled function added: (4286)CF1 Director (AR)
-
controlled function added: (4285)CF28 Systems and controls
-
controlled function added: (4284)SMF2 Chief Finance
-
controlled function added: (4283)SMF3 Executive Director
-
controlled function added: (4282)SMF24 Chief Operations
-
controlled function added: (4281)CF30 Customer
-
controlled function added: (4280)[FCA CF] Significant management
-
controlled function added: (4279)CF1 Director