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.

  • David Simon Kreeger

    IRN DSK00012

    • CF21 Investment Adviser (1 Dec 2001 to 30 Nov 2005)
    • CF1 Director (AR) (1 Dec 2001 to 30 Nov 2005)
  • David Soper

    IRN DRS00003

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Dec 2023)
    • CF30 Customer (1 Nov 2007 to 12 Dec 2023)
    • CF1 Director (AR) (29 Aug 2007 to 12 Dec 2023)
    • CF21 Investment Adviser (6 Mar 2006 to 31 Oct 2007)
  • David Stakol

    IRN DXS00007

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Mar 2024)
  • David Stanley Tapper

    IRN DST00002

    • CF21 Investment Adviser (17 Sep 2002 to 28 Jan 2003)
    • CF22 Investment Adviser (Trainee) (31 Dec 2001 to 17 Sep 2002)
  • David Stirling-Hull

    IRN DAH00059

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 Mar 2024)
    • CF1 Director (AR) (6 Nov 2019 to 5 Mar 2024)
    • CF30 Customer (24 Mar 2011 to 5 Mar 2024)
  • David Stockley

    IRN DXS00050

    • CF21 Investment Adviser (1 Dec 2001 to 30 Nov 2006)
    • CF1 Director (AR) (1 Dec 2001 to 11 Mar 2007)
  • David Stuart Smith

    IRN DSS01074

    • CF22 Investment Adviser (Trainee) (13 Jan 2006 to 15 Dec 2006)
  • David Thomas Johnston

    IRN DTJ01017

    • CF3 Chief Executive (AR) (11 Dec 2006 to 30 Nov 2009)
  • David Thompson

    IRN DXT00019

    • Appointed representative dealing with clients for which they require qualification (2 Jul 2020 to 31 Mar 2022)
    • CF4 Partner (AR) (29 Jun 2020 to 31 Mar 2022)
    • CF30 Customer (29 Jun 2020 to 31 Mar 2022)
  • David Timothy Mark Rhodes

    IRN DTR01020

    • CF1 Director (AR) (6 Mar 2006 to 17 Jun 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.