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.

  • David Barden Ford

    IRN DBF00005

    • CF22 Investment Adviser (Trainee) (6 Mar 2006 to 8 Aug 2006)
  • David Brookes

    IRN DXB00200

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Sep 2023)
    • CF30 Customer (1 Nov 2007 to 15 Sep 2023)
    • CF1 Director (AR) (3 Feb 2003 to 15 Sep 2023)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
    • CF4 Partner (AR) (1 Dec 2001 to 2 Mar 2003)
  • David Burden

    IRN DXB01846

    • CF30 Customer (1 Nov 2007 to 31 Dec 2009)
    • CF22 Investment Adviser (Trainee) (17 May 2006 to 31 Oct 2007)
  • David Burnham Smith

    IRN DBS00013

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Aug 2022)
  • David Cabrera

    IRN DPC01073

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Sep 2020)
    • CF30 Customer (1 Nov 2007 to 28 Sep 2020)
    • CF21 Investment Adviser (12 Apr 2005 to 31 Oct 2007)
  • David Cameron Streat

    IRN DCS00025

    • CF21 Investment Adviser (2 Aug 2004 to 2 Aug 2006)
  • David Carey

    IRN DXC00254

    • CF1 Director (AR) (1 Dec 2001 to 1 Sep 2009)
  • David Chambers

    IRN DKC00011

    • CF30 Customer (28 Feb 2021 to 12 Sep 2022)
    • Appointed representative dealing with clients for which they require qualification (17 Nov 2020 to 7 Sep 2022)
  • David Charles Edward Hindley

    IRN DCH00012

    • CF21 Investment Adviser (6 Mar 2006 to 25 Aug 2006)
  • David Charles Ratcliffe

    IRN DCR01050

    • CF21 Investment Adviser (30 Apr 2007 to 23 Jul 2007)
    • CF24 Pension Transfer Specialist (30 Apr 2007 to 23 Jul 2007)

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.