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.

  • Charles Andrew Berry

    IRN CAB01160

    • CF30 Customer (18 Mar 2011 to 14 Dec 2011)
  • Charles Andrew Blakey

    IRN CXB00202

    • CF30 Customer (24 Jun 2011 to 20 Aug 2013)
  • Charles Conrad-Pickles

    IRN CXC00100

    • CF22 Investment Adviser (Trainee) (2 Jan 2002 to 30 Nov 2004)
    • CF1 Director (AR) (1 Dec 2001 to 30 Nov 2004)
  • Charles Edward Taylor

    IRN CET01035

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2024)
    • CF1 Director (AR) (5 Jan 2009 to 31 Mar 2024)
    • CF30 Customer (1 Nov 2007 to 31 Mar 2024)
    • CF21 Investment Adviser (18 Aug 2005 to 31 Oct 2007)
  • Charles Edward Wootton

    IRN CEW00004

    • CF21 Investment Adviser (2 Aug 2004 to 6 Aug 2007)
  • Charles Fath

    IRN CXF00012

    • CF30 Customer (1 Apr 2011 to 8 May 2014)
  • Charles Frederick Fletcher

    IRN CFF00003

    • CF21 Investment Adviser (20 Dec 2005 to 6 Aug 2007)
  • Charles Frederick Prusmann

    IRN CFP00006

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Aug 2022)
    • CF1 Director (AR) (23 Aug 2013 to 17 Aug 2022)
  • Charles Gillespie

    IRN CGG00004

    • CF4 Partner (AR) (4 Dec 2012 to 21 Jan 2021)
    • CF30 Customer (1 Oct 2012 to 21 Jan 2021)
    • CF1 Director (AR) (1 Oct 2012 to 5 Dec 2012)
  • Charles Godfrey Coldrey

    IRN CGC00011

    • CF30 Customer (1 Nov 2007 to 30 Sep 2014)
    • CF1 Director (AR) (1 Dec 2001 to 30 Sep 2014)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 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.