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.

  • Kathleen Rosemary Thompson

    IRN KRT00011

    • CF1 Director (AR) (1 Dec 2001 to 10 Oct 2003)
  • Katie Jeanette Jones

    IRN KJB01134

    • CF21 Investment Adviser (30 Apr 2007 to 6 Aug 2007)
    • CF22 Investment Adviser (Trainee) (28 Jul 2006 to 1 May 2007)
  • Katie Louise Nutting

    IRN KLN00017

    • CF30 Customer (12 May 2015 to 29 Jan 2019)
  • Katie Louise Stevenson

    IRN KLS01057

    • Appointed representative dealing with clients for which they require qualification (10 May 2022 to 20 Jun 2022)
  • Keeley Ann Stones

    IRN KAS00034

    • CF1 Director (AR) (19 Aug 2004 to 8 Jul 2013)
  • Keeley Paddon

    IRN KXP00027

    • CF21 Investment Adviser (28 Feb 2002 to 14 Nov 2002)
    • CF24 Pension Transfer Specialist (28 Feb 2002 to 14 Nov 2002)
  • Keely Jill Craig

    IRN KJC01130

    • SMF24 Chief Operations (14 May 2021 to 30 Jul 2021)
    • SMF2 Chief Finance (9 Dec 2019 to 30 Jul 2021)
    • SMF3 Executive Director (9 Dec 2019 to 30 Jul 2021)
    • CF1 Director (AR) (26 Feb 2018 to 30 Jul 2021)
    • CF1 Director (9 Aug 2017 to 8 Dec 2019)
    • CF28 Systems and controls (9 Aug 2017 to 8 Dec 2019)
  • Keith Alan Butten

    IRN KAB00006

    • CF1 Director (AR) (6 Mar 2006 to 21 Mar 2006)
    • CF21 Investment Adviser (6 Mar 2006 to 21 Mar 2006)
  • Keith Allnutt

    IRN KXA00007

    • CF30 Customer (10 Feb 2012 to 31 Jul 2017)
  • Keith Andrew Farrow

    IRN KAF00009

    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 30 Nov 2006)
    • CF1 Director (AR) (1 Dec 2001 to 30 Nov 2006)

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.