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.

  • Jeanne Ponsford

    IRN JXP01735

    • CF1 Director (AR) (18 Dec 2007 to 15 Oct 2012)
  • Jeffery William Burgess

    IRN JWB00016

    • CF30 Customer (1 Nov 2007 to 14 Dec 2009)
    • CF1 Director (AR) (25 Aug 2004 to 23 Feb 2010)
    • CF7 Sole Trader (AR) (1 Dec 2001 to 25 Aug 2004)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Jeffrey Frederick Lange

    IRN JFL01065

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Jan 2023)
    • CF1 Director (AR) (16 Apr 2019 to 30 Jan 2023)
    • CF30 Customer (16 Apr 2019 to 30 Jan 2023)
  • Jeffrey Hogan

    IRN JXH01788

    • CF22 Investment Adviser (Trainee) (7 Apr 2004 to 30 Nov 2004)
  • Jeffrey Ian Barnes

    IRN JIB00001

    • CF21 Investment Adviser (2 Aug 2004 to 2 Aug 2006)
  • Jeffrey John Hose

    IRN JJH01101

    • CF1 Director (AR) (6 Mar 2006 to 17 Jun 2013)
  • Jeffrey Mervyn Chuter

    IRN MJC00119

    • CF30 Customer (7 Mar 2016 to 31 May 2016)
  • Jeffrey Moores

    IRN JXM00080

    • CF4 Partner (AR) (6 Mar 2006 to 30 Nov 2006)
  • Jeffrey Victor Burn

    IRN JVB00007

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Apr 2023)
    • CF1 Director (AR) (17 Sep 2012 to 18 Apr 2023)
    • CF30 Customer (31 Aug 2012 to 18 Apr 2023)
  • Jeffrey Williamson

    IRN JXW01770

    • CF1 Director (AR) (19 May 2016 to 27 Nov 2023)

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.