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.

  • Geoffrey Carlton-Smith

    IRN GXC00031

    • CF21 Investment Adviser (6 Mar 2006 to 30 Nov 2006)
  • Geoffrey James Owen

    IRN GJO00002

    • CF21 Investment Adviser (17 Jun 2005 to 1 Dec 2006)
    • CF22 Investment Adviser (Trainee) (19 Aug 2004 to 17 Jun 2005)
  • Geoffrey John Redfern

    IRN GJR00012

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Sep 2022)
    • CF30 Customer (24 Mar 2015 to 14 Sep 2022)
  • Geoffrey Leonard Mather

    IRN GLM00007

    • CF30 Customer (1 Nov 2007 to 6 Oct 2008)
    • CF21 Investment Adviser (6 Mar 2006 to 31 Oct 2007)
  • Geoffrey Patrick Morris

    IRN GPM00004

    • CF30 Customer (1 Nov 2007 to 7 Apr 2010)
    • CF21 Investment Adviser (6 Mar 2006 to 31 Oct 2007)
    • CF4 Partner (AR) (6 Mar 2006 to 7 Apr 2010)
  • Geoffrey Stephen Clarkson

    IRN GSC01054

    • CF1 Director (AR) (30 Aug 2012 to 21 May 2013)
    • CF28 Systems and controls (11 Mar 2011 to 21 May 2013)
    • Responsible for Insurance Mediation (14 Jan 2005 to 21 May 2013)
    • CF10 Compliance Oversight (27 Sep 2004 to 21 May 2013)
    • CF11 Money Laundering Reporting (2 Apr 2004 to 4 Oct 2004)
    • CF8 Apportionment and Oversight (2 Apr 2004 to 4 Oct 2004)
    • CF1 Director (1 Dec 2001 to 4 Oct 2004)
  • Geoffrey William Wilkinson

    IRN GWW01044

    • CF30 Customer (15 Dec 2011 to 31 Jul 2017)
  • Geoffrey Wybert Kendall

    IRN GHK00003

    • CF21 Investment Adviser (28 Feb 2006 to 6 Aug 2007)
  • George Alexander Watt

    IRN GAW00010

    • CF21 Investment Adviser (13 Mar 2003 to 22 Dec 2003)
    • CF7 Sole Trader (AR) (1 Dec 2001 to 22 Dec 2003)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 13 Mar 2003)
  • George Arthur Aston

    IRN GAA00006

    • CF30 Customer (1 Nov 2007 to 28 Dec 2012)
    • CF21 Investment Adviser (2 Aug 2004 to 30 Dec 2005)

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.