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.

  • James Hankin Benford

    IRN JHB01095

    • CF30 Customer (19 Dec 2016 to 31 Jul 2017)
  • James Harvey

    IRN JFH01072

    • Appointed representative dealing with clients for which they require qualification (10 Jun 2021 to 31 May 2022)
    • CF30 Customer (2 Jun 2021 to 31 May 2022)
  • James Henry Thomas Day

    IRN JHD00003

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Sep 2021)
    • CF4 Partner (AR) (26 Nov 2012 to 6 Sep 2021)
    • CF30 Customer (26 Nov 2012 to 6 Sep 2021)
  • James Jonathan Frank Humphreys

    IRN JJH00009

    • CF1 Director (AR) (1 Dec 2001 to 1 Sep 2003)
    • CF21 Investment Adviser (1 Dec 2001 to 1 Sep 2003)
  • James Joseph McDonagh

    IRN JJM00073

    • CF21 Investment Adviser (1 Dec 2001 to 16 Dec 2004)
  • James Kniveton

    IRN JXK63144

    • CF30 Customer (2 Apr 2020 to 31 Mar 2021)
  • James Lee Bradshaw

    IRN JLB00034

    • CF21 Investment Adviser (1 Dec 2001 to 9 Sep 2003)
  • James Mark Ryan

    IRN JXR00533

    • Appointed representative dealing with clients for which they require qualification (30 Mar 2022 to 18 Oct 2023)
  • James Matthew Parker

    IRN JMP00009

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Jun 2022)
    • CF30 Customer (22 Aug 2012 to 29 Jun 2022)
  • James McAuslan Wilson

    IRN JMW00016

    • CF30 Customer (14 Dec 2011 to 2 Apr 2015)

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.