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.

  • Jonathan William Day

    IRN JWD01083

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Sep 2021)
    • CF30 Customer (16 Jul 2019 to 6 Sep 2021)
    • CF4 Partner (AR) (4 Mar 2015 to 6 Sep 2021)
  • Jonathan Willis

    IRN JXW00188

    • CF30 Customer (1 Nov 2007 to 17 Jun 2009)
    • CF1 Director (AR) (6 Mar 2006 to 17 Jun 2009)
    • CF21 Investment Adviser (6 Mar 2006 to 31 Oct 2007)
  • Jonathen Paul Corner

    IRN JPC00022

    • CF30 Customer (7 Nov 2008 to 30 Dec 2010)
  • Joseph James Sturgess

    IRN JXS03839

    • CF1 Director (AR) (21 May 2020 to 21 Dec 2023)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 21 Dec 2023)
    • CF30 Customer (18 May 2018 to 21 Dec 2023)
  • Joseph McIlwaine

    IRN JXM00433

    • Appointed representative dealing with clients for which they require qualification (30 Jun 2021 to 31 Mar 2023)
  • Joseph Paul William Cooper

    IRN JPC01195

    • CF30 Customer (5 Oct 2010 to 30 Dec 2011)
  • Joseph Philip Hartley

    IRN JPH00010

    • CF30 Customer (23 Feb 2011 to 30 Sep 2012)
  • Joseph William Arthur Cormack

    IRN JWC01150

    • CF30 Customer (30 Apr 2018 to 12 Oct 2018)
  • Joshua James Guile

    IRN JJG01117

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Nov 2023)
    • CF30 Customer (22 Dec 2017 to 22 Oct 2018)
  • Joshua Luke Smethurst

    IRN JXS32380

    • Appointed representative dealing with clients for which they require qualification (6 Apr 2021 to 14 Feb 2022)

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.