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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Roberta Seaney
IRN RXS03328
- (45)CF30 Customer (20 Mar 2018 to 11 Jan 2019)
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Roberto Cecere
IRN RXC01581
- (2163)CF30 Customer (6 Sep 2012 to 16 Sep 2016)
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Robin Edwin Melley
IRN REM00008
- (4008)CF1 Director (AR) (6 Mar 2006 to 27 Mar 2006)
- (4007)CF21 Investment Adviser (6 Mar 2006 to 27 Mar 2006)
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Robin Franke
IRN RXF01386
- (2588)Appointed representative dealing with clients for which they require qualification (18 May 2022 to 17 Jul 2023)
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Robin Granville Hodgson of Astley Abbotts
IRN RGH01045
- (1252)CF2 Non Executive Director (13 Sep 2007 to 1 Dec 2015)
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Robin Nicholas Hutton
IRN RNH00009
- (3946)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 11 Jan 2024)
- (3947)CF1 Director (AR) (13 Jun 2013 to 11 Jan 2024)
- (3943)CF30 Customer (1 Nov 2007 to 28 Dec 2012)
- (3944)CF21 Investment Adviser (6 Mar 2006 to 31 Oct 2007)
- (3945)CF4 Partner (AR) (6 Mar 2006 to 21 Jun 2013)
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Robin Smith
IRN RDS01117
- (2138)CF2 Non Executive Director (18 May 2012 to 26 Jun 2015)
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Roderick Robertson
IRN RXR01357
- (1231)CF30 Customer (27 Jan 2009 to 31 Mar 2010)
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Rodney Alexander Farrell
IRN RAF01163
- (4129)Appointed representative dealing with clients for which they require qualification (4 Nov 2020 to 16 Jan 2024)
- (4128)CF30 Customer (23 Oct 2020 to 16 Jan 2024)
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Rodney Frank Siebert
IRN RFS00013
- (1111)CF1 Director (AR) (1 Dec 2001 to 4 Oct 2004)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Ailes Mortgage Solutions Limited (no longer appointed)
FRN 938201 · Appointed 11 Nov 2020 · Until 14 Sep 2021
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Rodericks Mortgage Services Ltd (no longer appointed)
FRN 937773 · Appointed 4 Nov 2020 · Until 16 Aug 2022
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Affable Wealth Management Ltd (no longer appointed)
FRN 937462 · Appointed 30 Oct 2020 · Until 7 Jan 2022
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Wealthwise Financial Management Limited (no longer appointed)
FRN 937281 · Appointed 28 Oct 2020 · Until 17 Jan 2024
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Mackie Financial Planning Limited (no longer appointed)
FRN 935799 · Appointed 8 Oct 2020 · Until 4 May 2021
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Aerarium Financial Solutions Ltd (no longer appointed)
FRN 935445 · Appointed 2 Oct 2020 · Until 31 Mar 2024
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Tenet Financial Services Limited (no longer appointed)
FRN 172174 · Appointed 3 Sep 2020 · Until 3 Sep 2024
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Jigsaw Wealth Management Ltd (no longer appointed)
FRN 931055 · Appointed 30 Jul 2020 · Until 12 Dec 2023
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