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.

  • Joanne Crees

    IRN JXB01766

    • CF1 Director (AR) (24 Aug 2006 to 14 Jul 2010)
  • Joanne Elizabeth Adrain

    IRN JEA00011

    • CF30 Customer (30 Mar 2011 to 13 Jul 2011)
  • Joanne Elizabeth Ellerby

    IRN JXE00129

    • [FCA CF] Manager of certification employee (20 Jul 2020 to 17 Mar 2021)
    • [FCA CF] Significant management (20 Jul 2020 to 17 Mar 2021)
  • Joanne Elizabeth Highton

    IRN JEM01174

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2021)
    • CF30 Customer (26 Feb 2019 to 30 Sep 2021)
  • Joanne Emma Leach

    IRN JXL00108

    • CF30 Customer (31 Jan 2012 to 4 Nov 2013)
  • Joanne Jones

    IRN JXJ00143

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Feb 2024)
  • Joanne Koulloupas

    IRN JXK10118

    • CF1 Director (AR) (10 Jan 2019 to 23 Jun 2023)
  • Joanne Louise Hillary

    IRN JLH01122

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 21 Dec 2023)
    • CF4 Partner (AR) (1 May 2012 to 1 Mar 2024)
    • CF30 Customer (1 Nov 2007 to 29 Dec 2011)
    • CF22 Investment Adviser (Trainee) (6 Mar 2006 to 31 Oct 2007)
  • Joanne Michele Brown

    IRN JMB01256

    • CF21 Investment Adviser (11 Jun 2003 to 30 Nov 2005)
    • CF1 Director (AR) (19 Oct 2002 to 30 Nov 2005)
    • CF22 Investment Adviser (Trainee) (27 Mar 2002 to 11 Jun 2003)
  • Joanne Norton

    IRN JXN00127

    • [FCA CF] Significant management (9 Dec 2019 to 11 Dec 2020)

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.