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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Peter Ridley Temple
IRN PRT01045
- (68)CF1 Director (AR) (16 Feb 2006 to 11 Jul 2018)
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Peter Robert Alderson English
IRN PRE00004
- (1563)CF4 Partner (AR) (1 Dec 2001 to 2 Sep 2021)
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Peter Robert Kingston
IRN PRK00011
- (760)CF1 Director (AR) (1 Dec 2001 to 30 Nov 2004)
- (759)CF21 Investment Adviser (1 Dec 2001 to 30 Nov 2004)
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Peter Rudd
IRN PXR00081
- (128)CF30 Customer (1 Nov 2007 to 15 Apr 2009)
- (130)CF7 Sole Trader (AR) (25 Jan 2005 to 31 Jan 2007)
- (129)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
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Peter Russell Chadborn
IRN PRC00038
- (2547)CF30 Customer (1 Nov 2007 to 21 May 2014)
- (2549)CF1 Director (AR) (5 Dec 2002 to 21 May 2014)
- (2548)CF21 Investment Adviser (21 Mar 2002 to 31 Oct 2007)
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Peter Wesley Clarke
IRN PWC01059
- (2691)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Jan 2024)
- (2692)CF1 Director (AR) (15 Apr 2016 to 20 Apr 2016)
- (2690)CF30 Customer (11 Nov 2010 to 23 Jan 2024)
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Peter Whitehall
IRN PXW00130
- (322)CF30 Customer (1 Nov 2007 to 3 Nov 2008)
- (324)CF7 Sole Trader (AR) (1 Dec 2001 to 31 Jan 2007)
- (323)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
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Peter Wild
IRN PXW00123
- (294)CF30 Customer (1 Nov 2007 to 20 Dec 2011)
- (295)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
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Peter William Henry Humphreys
IRN PXH00143
- (701)CF1 Director (AR) (30 Apr 2009 to 3 Mar 2011)
- (700)CF30 Customer (30 Apr 2009 to 1 Dec 2011)
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Peter William Lane
IRN PWL01016
- (30)CF1 Director (AR) (2 Oct 2009 to 10 Feb 2011)
- (28)CF28 Systems and controls (1 Nov 2007 to 10 Feb 2011)
- (29)CF13 Finance (14 Oct 2005 to 31 Oct 2007)
- (31)CF1 Director (17 Jul 2002 to 10 Feb 2011)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Harrogate Independent Financial Services (no longer appointed)
FRN 164932 · Appointed 12 Nov 1993 · Until 30 Nov 2006
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David Thompson Independent Financial Consultant (no longer appointed)
FRN 164943 · Appointed 3 Nov 1993 · Until 25 Jul 2023
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Glendale Financial Services (no longer appointed)
FRN 164683 · Appointed 18 Oct 1993 · Until 7 Apr 2005
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Waverley Partners Independent Investments (no longer appointed)
FRN 163163 · Appointed 28 Jul 1993 · Until 11 Mar 2011
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Andrew Hill Financial Services (no longer appointed)
FRN 163180 · Appointed 20 Jul 1993 · Until 24 Feb 2003
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Charter Devon Law & Company (no longer appointed)
FRN 163070 · Appointed 16 Jul 1993 · Until 17 Nov 2009
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)