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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Peter Charles Burgess
IRN PCB00027
- (3764)CF1 Director (AR) (5 Mar 2015 to 3 Apr 2023)
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Peter Charles Martin
IRN PCM00024
- (572)CF30 Customer (1 Nov 2007 to 1 Jun 2009)
- (573)CF21 Investment Adviser (6 Mar 2006 to 31 Oct 2007)
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Peter Chattey
IRN PXC00315
- (2273)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Feb 2024)
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Peter Christopher Steven Brodnicki
IRN PCB00022
- (4348)CF1 Director (AR) (2 May 2018 to 5 Dec 2022)
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Peter Clement Sykes
IRN PCS00010
- (2863)CF22 Investment Adviser (Trainee) (7 Jan 2002 to 19 May 2003)
- (2864)CF7 Sole Trader (AR) (7 Jan 2002 to 19 May 2003)
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Peter David Burton
IRN PXB00072
- (1729)CF21 Investment Adviser (2 Aug 2004 to 4 Apr 2007)
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Peter Davison
IRN PXD11016
- (4106)CF30 Customer (23 May 2023 to 12 Sep 2023)
- (4107)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Jan 2024)
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Peter Derek Silvester
IRN PDS00025
- (3657)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 25 Feb 2002)
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Peter Edmond Sutters
IRN PES00011
- (553)CF21 Investment Adviser (6 Mar 2006 to 15 May 2006)
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Peter Edward Humphreys
IRN PEH01059
- (516)CF1 Director (AR) (6 Mar 2006 to 6 Mar 2006)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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PIB Employee Benefits Ltd (no longer appointed)
FRN 758635 · Appointed 15 Sep 2016 · Until 9 Dec 2021
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Joosten Financial Planning Ltd (no longer appointed)
FRN 751717 · Appointed 4 Jul 2016 · Until 27 Mar 2024
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Tailored Wealth Limited (no longer appointed)
FRN 750074 · Appointed 15 Jun 2016 · Until 12 Aug 2016
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Longwood Financial Planning Limited (no longer appointed)
FRN 736323 · Appointed 3 Jun 2016 · Until 31 Mar 2024
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Townends Wealth Management Ltd (no longer appointed)
FRN 414825 · Appointed 5 Feb 2016 · Until 28 Nov 2023
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Norton Michael Financial Management Limited (no longer appointed)
FRN 631768 · Appointed 2 Feb 2016 · Until 2 Jul 2018
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M B Financial Planning Ltd (no longer appointed)
FRN 724559 · Appointed 5 Nov 2015 · Until 6 Aug 2020
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Clements Financial Planning Ltd (no longer appointed)
FRN 719744 · Appointed 8 Oct 2015 · Until 26 Mar 2024
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (4278)SMF24 Chief Operations
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controlled function added: (4277)[FCA CF] Significant management
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controlled function added: (4276)CF1 Director
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controlled function added: (4275)SMF3 Executive Director
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controlled function added: (4274)Responsible for Insurance Distribution
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controlled function added: (4273)Responsibility for MCD Intermediation
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controlled function added: (4272)CF21 Investment Adviser
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controlled function added: (4271)CF2 Non Executive Director
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controlled function added: (4270)CF4 Partner (AR)
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controlled function added: (4269)CF2 Non Executive Director