Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
c/o Edward Boyle and Robert Spence both of Interpath Advisory10 Fleet PlaceLondonEC4M 7RBUNITED KINGDOM- Phone
- +4402039892800
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Complaints Contact
c/o Edward Boyle and Robert Spence both of Interpath Advisory10 Fleet PlaceLondonEC4M 7RBUNITED KINGDOM- Phone
- +4402039892800
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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P2P Lending Advice
For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional
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Pension Transfer Advice
For Retail (Investment), Professional, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Personal pension scheme
Show 1 limitation Hide limitations
- · 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.
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Equity Release Advice
For Customer, Home reversion plans
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Investment Advice (no pensions)
For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Structured Deposits, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), Non-investment insurance contracts, Personal pension scheme
Show 1 limitation Hide limitations
- · 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.
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
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Equity Release Arranging
For Customer, Home reversion plans
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Arranges Investments
For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Structured Deposits, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), Non-investment insurance contracts, Personal pension scheme
Show 1 limitation Hide limitations
- · 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.
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Insurance Admin
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
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Credit Brokering
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Stockbroking
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
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Debt Negotiation
Show 1 limitation Hide limitations
- · This permission is limited to debt adjusting with no debt management activity
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Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
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Consumer Loans
Show 1 limitation Hide limitations
- · 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.
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Equity Release Setup
For Customer, Home reversion plans
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Mortgage Setup
For Customer, Regulated mortgage contract
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Investment Setup
For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Structured Deposits, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), Non-investment insurance contracts, Personal pension scheme
Show 1 limitation Hide limitations
- · 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.
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Philip Trevelyan Illingworth
IRN PTI01003
- (1221)CF22 Investment Adviser (Trainee) (28 Apr 2004 to 21 Nov 2005)
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Phillip Anthony Hawley
IRN PAH00027
- (610)CF30 Customer (1 Nov 2007 to 13 Sep 2012)
- (611)CF21 Investment Adviser (8 Sep 2004 to 31 Oct 2007)
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Phillip Bryant Hilling
IRN PBH01053
- (2992)SMF9 Chair of the Governing Body (9 Dec 2019 to 9 Sep 2024)
- (2993)CF2 Non Executive Director (1 Mar 2013 to 8 Dec 2019)
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Phillip Frank Herbert
IRN PFH01032
- (838)CF30 Customer (1 Nov 2007 to 1 Mar 2010)
- (841)CF1 Director (AR) (25 Aug 2005 to 1 Mar 2010)
- (840)CF21 Investment Adviser (25 Aug 2005 to 31 Oct 2007)
- (839)CF22 Investment Adviser (Trainee) (26 Sep 2003 to 31 Oct 2007)
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Phillip Lawson
IRN PDL00011
- (2624)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Jan 2024)
- (2621)CF30 Customer (1 Nov 2007 to 10 Jan 2024)
- (2623)CF21 Investment Adviser (18 Mar 2003 to 31 Oct 2007)
- (2625)CF1 Director (AR) (28 Oct 2002 to 10 Jan 2024)
- (2622)CF22 Investment Adviser (Trainee) (28 Oct 2002 to 18 Mar 2003)
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Phillip White
IRN PXW00135
- (2010)CF21 Investment Adviser (1 Dec 2001 to 11 Feb 2002)
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Piers Rolf Garfield Merchant
IRN PRM00042
- (177)CF1 Director (AR) (1 Dec 2001 to 4 Oct 2004)
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Quentin Cooke
IRN QXC00001
- (2203)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Jan 2024)
- (2200)CF30 Customer (1 Nov 2007 to 15 Jan 2024)
- (2202)CF4 Partner (AR) (1 Dec 2001 to 15 Jan 2024)
- (2201)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
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Quentin George Howe
IRN QGH00001
- (2745)CF21 Investment Adviser (27 May 2002 to 27 May 2002)
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Rachel Anne O'Connor
IRN RAO01044
- (365)CF30 Customer (16 Feb 2009 to 10 Aug 2009)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Owen Hall Financial Services (no longer appointed)
FRN 135192 · Appointed 15 Jun 1994 · Until 28 Jun 2002
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Barrowhouse Insurance Services (no longer appointed)
FRN 170075 · Appointed 9 Jun 1994 · Until 22 Apr 2010
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Tyne Vale Financial Services Ltd (no longer appointed)
FRN 136944 · Appointed 3 Jun 1994 · Until 31 Mar 2024
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Financial Information Services (no longer appointed)
FRN 170391 · Appointed 14 May 1994 · Until 7 Dec 2021
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Cadde Financial Limited (no longer appointed)
FRN 169690 · Appointed 16 Apr 1994 · Until 19 Jun 2013
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Brian Withers & Co Independent Financial Advisers (no longer appointed)
FRN 157774 · Appointed 17 Mar 1994 · Until 17 Jan 2006
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Hamilton-Viall Associates (no longer appointed)
FRN 169748 · Appointed 1 Feb 1994 · Until 30 Dec 2004
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IMR Financial Services Limited (no longer appointed)
FRN 165536 · Appointed 16 Jan 1994 · Until 21 Oct 2005
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (3052)CF30 Customer
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controlled function added: (3051)CF7 Sole Trader (AR)
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controlled function added: (3050)CF21 Investment Adviser
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controlled function added: (3049)CF30 Customer
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controlled function added: (3048)CF1 Director
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controlled function added: (3047)Appointed representative dealing with clients for which they require qualification
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controlled function added: (3046)CF7 Sole Trader (AR)
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controlled function added: (3045)CF21 Investment Adviser
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controlled function added: (3044)CF30 Customer
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controlled function added: (3043)CF2 Non Executive Director (AR)