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
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- · 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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Paul Mervyn Lovell
IRN PML00007
- (1429)CF21 Investment Adviser (1 Dec 2001 to 29 Mar 2006)
- (1430)CF4 Partner (AR) (1 Dec 2001 to 10 May 2007)
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Paul Michael Hodge
IRN PMH00018
- (1628)CF21 Investment Adviser (4 Jul 2007 to 6 Aug 2007)
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Paul Mustoe
IRN PXM02299
- (4146)CF1 Director (AR) (8 Jan 2019 to 3 Feb 2024)
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Paul Nicholas Richardson
IRN PNR01040
- (3101)CF30 Customer (5 Apr 2013 to 9 Apr 2015)
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Paul Norman Robbins
IRN SHW00007
- (776)CF21 Investment Adviser (17 Jul 2003 to 30 Nov 2004)
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Paul O'Donnell
IRN PXO00029
- (4166)CF1 Director (AR) (6 Mar 2006 to 5 Apr 2006)
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Paul Oakley
IRN PXO01159
- (2899)CF30 Customer (24 Jun 2015 to 31 Jul 2017)
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Paul Philip Streat
IRN PPS01009
- (3649)CF21 Investment Adviser (2 Aug 2004 to 6 Aug 2007)
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Paul Pugsley
IRN PXP00030
- (3899)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Aug 2021)
- (3896)CF30 Customer (1 Nov 2007 to 1 Sep 2021)
- (3897)CF21 Investment Adviser (6 Mar 2006 to 31 Oct 2007)
- (3898)CF4 Partner (AR) (6 Mar 2006 to 1 Sep 2021)
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Paul ROBSON
IRN PXR00074
- (1316)[FCA CF] Significant management (9 Dec 2019 to 4 Dec 2020)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Six Q Financial Planning Ltd (no longer appointed)
FRN 929458 · Appointed 8 Jul 2020 · Until 4 Aug 2023
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Evolution Financial Planning Ltd. (no longer appointed)
FRN 593368 · Appointed 15 Jun 2020 · Until 6 Apr 2023
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Black & White Financial Ltd (no longer appointed)
FRN 715690 · Appointed 29 May 2020 · Until 5 Oct 2022
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Nutbrown Independent Financial Advisers Ltd (no longer appointed)
FRN 925552 · Appointed 4 May 2020 · Until 15 Jun 2022
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Richard John Fraser Wadsworth (no longer appointed)
FRN 919417 · Appointed 13 Jan 2020 · Until 30 Jul 2021
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