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.
-
Kevin Jorg Brett Steinlechner
IRN KJS00011
- (2013)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Mar 2024)
- (2012)CF30 Customer (19 Oct 2012 to 28 Mar 2024)
-
Kevin Joseph Croker
IRN KJC00017
- (2904)CF30 Customer (1 Nov 2007 to 6 Aug 2015)
- (2906)CF7 Sole Trader (AR) (5 Jun 2003 to 31 Jan 2007)
- (2905)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
-
Kevin Mahon
IRN KXM00114
- (2361)CF30 Customer (13 May 2013 to 16 May 2014)
-
Kevin Michael Orchard
IRN KMO01009
- (3195)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jun 2020)
- (3196)CF1 Director (AR) (24 Oct 2012 to 30 Jun 2020)
-
Kevin Michael Pinner
IRN KMP00001
- (997)CF30 Customer (1 Nov 2007 to 6 May 2009)
- (998)CF21 Investment Adviser (4 Oct 2006 to 31 Oct 2007)
-
Kevin Michael Wood
IRN KMW01071
- (3097)CF30 Customer (20 Apr 2017 to 25 Jun 2018)
- (3098)CF1 Director (AR) (20 Apr 2017 to 25 Jun 2018)
-
Kevin Moyes
IRN KXM01562
- (3197)CF4 Partner (AR) (30 Aug 2012 to 29 Sep 2016)
-
Kevin Patrick Troy
IRN KPT00010
- (2866)CF21 Investment Adviser (25 Apr 2006 to 6 Aug 2007)
- (2865)CF22 Investment Adviser (Trainee) (2 Aug 2004 to 25 Apr 2006)
-
Kevin Paul Smith
IRN KPS00005
- (845)CF22 Investment Adviser (Trainee) (15 Sep 2006 to 20 Aug 2007)
-
Kevin Paul Swaine
IRN KPS00003
- (302)CF30 Customer (1 Nov 2007 to 30 Nov 2012)
- (303)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
Prosperity Financial Management Ltd (0596) (no longer appointed)
FRN 224964 · Appointed 6 Mar 2006 · Until 28 Mar 2024
-
R E Hutt Financial Services Ltd (no longer appointed)
FRN 209897 · Appointed 6 Mar 2006 · Until 30 Nov 2007
-
R&B Financial Consultants Limited (253) (no longer appointed)
FRN 191414 · Appointed 6 Mar 2006 · Until 7 Jan 2013
-
Radical Financial Services Ltd (514) (no longer appointed)
FRN 218088 · Appointed 6 Mar 2006 · Until 29 Sep 2023
-
Ravensbourne Mortgage Solutions (no longer appointed)
FRN 403608 · Appointed 6 Mar 2006 · Until 1 Jan 2007
-
Raymond Logan Mortgage Services (no longer appointed)
FRN 441517 · Appointed 6 Mar 2006 · Until 17 Mar 2006
-
Resolve Financial Advisors Ltd (no longer appointed)
FRN 194440 · Appointed 6 Mar 2006 · Until 22 Feb 2011
-
Robert Beck Financial Services Limited (no longer appointed)
FRN 226281 · Appointed 6 Mar 2006 · Until 12 Dec 2023
-
Robert Smith Financial Management Limited (no longer appointed)
FRN 224861 · Appointed 6 Mar 2006 · Until 30 Dec 2011
Recent activity
Updates to this firm's record on the FCA register.
-
controlled function added: (4278)SMF24 Chief Operations
-
controlled function added: (4277)[FCA CF] Significant management
-
controlled function added: (4276)CF1 Director
-
controlled function added: (4275)SMF3 Executive Director
-
controlled function added: (4274)Responsible for Insurance Distribution
-
controlled function added: (4273)Responsibility for MCD Intermediation
-
controlled function added: (4272)CF21 Investment Adviser
-
controlled function added: (4271)CF2 Non Executive Director
-
controlled function added: (4270)CF4 Partner (AR)
-
controlled function added: (4269)CF2 Non Executive Director