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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Vernon Paul Coon
IRN VPC01004
- (1241)CF30 Customer (1 Nov 2007 to 18 Mar 2011)
- (1242)CF22 Investment Adviser (Trainee) (20 Feb 2006 to 31 Oct 2007)
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Victoria Elisabeth Moses
IRN VEE00001
- (1722)CF22 Investment Adviser (Trainee) (8 Jul 2002 to 30 Aug 2002)
- (1723)CF21 Investment Adviser (1 Dec 2001 to 8 Jul 2002)
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Victoria Jane Joiner
IRN VJH01027
- (2620)CF22 Investment Adviser (Trainee) (26 Mar 2004 to 26 Nov 2004)
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Victoria Whittle
IRN VJW01017
- (2054)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Oct 2020)
- (2055)CF1 Director (AR) (2 Apr 2012 to 23 Sep 2020)
- (2050)CF30 Customer (1 Nov 2007 to 24 Nov 2009)
- (2053)CF4 Partner (AR) (31 May 2007 to 23 Sep 2020)
- (2052)CF21 Investment Adviser (27 May 2002 to 31 Oct 2007)
- (2051)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 27 May 2002)
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Viktoria Rowe
IRN VXS01124
- (1738)CF30 Customer (8 May 2008 to 21 Dec 2009)
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Vincent Hickman
IRN VXH00005
- (2425)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Feb 2024)
- (2424)CF4 Partner (AR) (10 Jun 2008 to 8 Nov 2023)
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Vincenzo Leopoldo Mora
IRN VLM01013
- (3016)CF1 Director (AR) (18 Oct 2004 to 12 Dec 2006)
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Vishal Passan
IRN VXP01099
- (1364)CF21 Investment Adviser (24 Apr 2006 to 30 Apr 2007)
- (1363)CF22 Investment Adviser (Trainee) (8 Aug 2005 to 24 Apr 2006)
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Vivien Margaret Bullock
IRN VMB00005
- (338)CF21 Investment Adviser (1 Dec 2001 to 3 Sep 2002)
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Walter Charles Griffin
IRN WCG00001
- (1028)CF21 Investment Adviser (1 Dec 2001 to 5 Dec 2001)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Furness Financial Advisers Ltd (no longer appointed)
FRN 207456 · Appointed 1 Dec 2001 · Until 22 Mar 2018
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Intergrated Planning Services (no longer appointed)
FRN 214442 · Appointed 1 Dec 2001 · Until 24 Feb 2003
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Rugby Mortgage & Financial Services Limited (no longer appointed)
FRN 214456 · Appointed 1 Dec 2001 · Until 21 May 2008
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Sandra Collins Financial Consultancy Limited (no longer appointed)
FRN 214458 · Appointed 1 Dec 2001 · Until 19 Jan 2004
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The Financial Practice inc. Salv Amura IFA (no longer appointed)
FRN 214460 · Appointed 1 Dec 2001 · Until 17 Apr 2014
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Barton Price Independent Financial Consultants (no longer appointed)
FRN 214438 · Appointed 1 Dec 2001 · Until 24 Feb 2003
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Whitehall Financial Management (no longer appointed)
FRN 214463 · Appointed 1 Dec 2001 · Until 3 Nov 2008
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Grosvenor Vokes Financial Ltd (no longer appointed)
FRN 206996 · Appointed 29 Oct 2001 · Until 30 Nov 2005
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (3042)CF1 Director (AR)
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controlled function added: (3041)CF4 Partner (AR)
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controlled function added: (3040)CF1 Director (AR)
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controlled function added: (3039)CF1 Director (AR)
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controlled function added: (3038)CF4 Partner (AR)
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controlled function added: (3037)CF2 Non Executive Director
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controlled function added: (3036)SMF3 Executive Director
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controlled function added: (3035)SMF4 Chief Risk
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controlled function added: (3034)SMF16 Compliance Oversight
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controlled function added: (3033)SMF17 Money Laundering Reporting Officer (MLRO)