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.

  • Ian Hodge

    IRN IXH00043

    • CF30 Customer (1 Nov 2007 to 8 Feb 2008)
    • CF21 Investment Adviser (3 Apr 2007 to 31 Oct 2007)
  • Ian James Colling

    IRN IXC00006

    • Appointed representative dealing with clients for which they require qualification (18 Dec 2020 to 8 Apr 2024)
  • Ian James Hart

    IRN IJH01048

    • CF1 Director (AR) (6 Mar 2006 to 6 Mar 2006)
  • Ian James Okell

    IRN IJO00002

    • CF21 Investment Adviser (26 May 2004 to 31 Dec 2004)
  • Ian James Trafford

    IRN IJT00009

    • CF30 Customer (1 Nov 2007 to 3 Jul 2008)
    • CF21 Investment Adviser (6 Mar 2006 to 31 Oct 2007)
  • Ian Jordan

    IRN IXJ00008

    • CF30 Customer (12 Dec 2012 to 28 Dec 2012)
    • CF4 Partner (AR) (3 Feb 2004 to 12 Aug 2019)
  • Ian Lance Carrigan

    IRN ILC00001

    • CF21 Investment Adviser (2 Aug 2004 to 6 Aug 2007)
  • Ian Lawrence Parker

    IRN ILP00002

    • CF30 Customer (1 Nov 2007 to 17 Dec 2010)
    • CF21 Investment Adviser (6 Mar 2006 to 31 Oct 2007)
    • CF1 Director (AR) (6 Mar 2006 to 17 Dec 2010)
  • Ian Matthew Muscat

    IRN IMM00007

    • CF21 Investment Adviser (3 Nov 2005 to 6 Aug 2007)
  • Ian McCourt

    IRN IXM00068

    • CF30 Customer (12 Apr 2013 to 30 Sep 2015)
    • CF7 Sole Trader (AR) (30 Aug 2006 to 31 Jan 2007)
    • CF21 Investment Adviser (14 Apr 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (2 Aug 2004 to 14 Apr 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.