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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Karen Louise Galvin
IRN KLG01049
- (1520)CF30 Customer (27 Mar 2018 to 27 Jan 2022)
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Karen Lynn Scott
IRN KLS00012
- (3463)CF4 Partner (AR) (13 Aug 2012 to 28 Jun 2019)
- (3462)CF30 Customer (13 Aug 2012 to 14 May 2020)
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Karen Marie Louise Arch
IRN KXA00126
- (2185)[FCA CF] Significant management (1 Sep 2020 to 13 Dec 2022)
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Karen Rosina Gleave
IRN KRG00013
- (1497)CF4 Partner (AR) (24 Aug 2012 to 28 Mar 2024)
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Karina Jane Bowden
IRN KXB02154
- (4235)[FCA CF] Significant management (9 Dec 2019 to 31 Mar 2020)
- (4233)[FCA CF] Manager of certification employee (9 Dec 2019 to 31 Mar 2020)
- (4232)CF1 Director (AR) (16 Apr 2019 to 31 Mar 2020)
- (4234)CF1 Director (8 Aug 2018 to 1 Sep 2019)
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Karl Anthony Osmond
IRN KAO00008
- (3525)CF1 Director (AR) (12 Apr 2022 to 27 Mar 2024)
- (3524)Appointed representative dealing with clients for which they require qualification (12 Apr 2022 to 27 Mar 2024)
- (3523)CF30 Customer (12 Apr 2022 to 27 Mar 2024)
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Katharine Ann Beale
IRN KXB01477
- (3119)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Feb 2024)
- (3118)CF30 Customer (21 Feb 2011 to 16 Feb 2024)
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Katherine Anne Rotherforth
IRN KXR00044
- (2515)Appointed representative dealing with clients for which they require qualification (3 Apr 2020 to 9 Mar 2022)
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Katherine Jane Glascott
IRN KJH01137
- (1676)CF30 Customer (26 Feb 2015 to 30 Sep 2020)
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Katherine Wilson
IRN KXW01432
- (544)CF1 Director (AR) (24 Aug 2011 to 18 Jul 2013)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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T.G.M. Mortgage Services Ltd (no longer appointed)
FRN 419771 · Appointed 6 Mar 2006 · Until 14 Apr 2022
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Templar Financial Limited (178) (no longer appointed)
FRN 179868 · Appointed 6 Mar 2006 · Until 5 Oct 2021
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Thacker Fairweather Wealth Management Consultants Ltd (no longer appointed)
FRN 421955 · Appointed 6 Mar 2006 · Until 26 Nov 2007
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The Solent Partnership Ltd (no longer appointed)
FRN 213000 · Appointed 6 Mar 2006 · Until 6 Mar 2006
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Thornton Claverley Independent Financial Advisers Limited (no longer appointed)
FRN 192112 · Appointed 6 Mar 2006 · Until 1 Mar 2024
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THP Financial Services Limited (no longer appointed)
FRN 193466 · Appointed 6 Mar 2006 · Until 30 Sep 2010
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Trevor Parker Financial Limited (no longer appointed)
FRN 419263 · Appointed 6 Mar 2006 · Until 13 Dec 2010
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Trinity Financial Limited (no longer appointed)
FRN 212779 · Appointed 6 Mar 2006 · Until 30 Nov 2007
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