Date authorised
1 April 2013
Companies House
02654877
Last scraped
3 weeks ago
Watch for changes

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 Advisory
    10 Fleet Place
    London
    EC4M 7RB
    UNITED KINGDOM
    Phone
    +4402039892800
  • Complaints Contact

    c/o Edward Boyle and Robert Spence both of Interpath Advisory
    10 Fleet Place
    London
    EC4M 7RB
    UNITED 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 Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

  • Pension Transfer Advice

    For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

    Show 1 limitation
    • · 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 Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · 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 Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · 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 Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Stockbroking

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Debt Negotiation

    Show 1 limitation
    • · This permission is limited to debt adjusting with no debt management activity
  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling with no debt management activity
  • Consumer Loans

    Show 1 limitation
    • · 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 Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · 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
    • · 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.

  • Karen Louise Galvin

    IRN KLG01049

    • CF30 Customer (27 Mar 2018 to 27 Jan 2022)
  • Karen Lynn Scott

    IRN KLS00012

    • CF30 Customer (13 Aug 2012 to 14 May 2020)
    • CF4 Partner (AR) (13 Aug 2012 to 28 Jun 2019)
  • Karen Marie Louise Arch

    IRN KXA00126

    • [FCA CF] Significant management (1 Sep 2020 to 13 Dec 2022)
  • Karen Rosina Gleave

    IRN KRG00013

    • CF4 Partner (AR) (24 Aug 2012 to 28 Mar 2024)
  • Karina Jane Bowden

    IRN KXB02154

    • [FCA CF] Significant management (9 Dec 2019 to 31 Mar 2020)
    • [FCA CF] Manager of certification employee (9 Dec 2019 to 31 Mar 2020)
    • CF1 Director (AR) (16 Apr 2019 to 31 Mar 2020)
    • CF1 Director (8 Aug 2018 to 1 Sep 2019)
  • Karl Anthony Osmond

    IRN KAO00008

    • Appointed representative dealing with clients for which they require qualification (12 Apr 2022 to 27 Mar 2024)
    • CF1 Director (AR) (12 Apr 2022 to 27 Mar 2024)
    • CF30 Customer (12 Apr 2022 to 27 Mar 2024)
  • Katharine Ann Beale

    IRN KXB01477

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 16 Feb 2024)
    • CF30 Customer (21 Feb 2011 to 16 Feb 2024)
  • Katherine Anne Rotherforth

    IRN KXR00044

    • Appointed representative dealing with clients for which they require qualification (3 Apr 2020 to 9 Mar 2022)
  • Katherine Jane Glascott

    IRN KJH01137

    • CF30 Customer (26 Feb 2015 to 30 Sep 2020)
  • Katherine Wilson

    IRN KXW01432

    • CF1 Director (AR) (24 Aug 2011 to 18 Jul 2013)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.