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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Thomas O'Neill
IRN TXO00007
- (3093)CF1 Director (AR) (10 Apr 2012 to 30 Sep 2016)
- (3090)CF30 Customer (1 Nov 2007 to 30 Sep 2016)
- (3091)CF21 Investment Adviser (18 Apr 2002 to 31 Oct 2007)
- (3092)CF4 Partner (AR) (18 Apr 2002 to 29 Oct 2013)
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Thomas Poole
IRN TXP00027
- (2577)CF30 Customer (3 Feb 2009 to 17 Aug 2016)
- (2578)CF1 Director (AR) (3 Feb 2009 to 17 Aug 2016)
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Thomas Richard Daniel
IRN TRD00004
- (1044)CF21 Investment Adviser (1 Dec 2001 to 23 Dec 2004)
- (1045)CF4 Partner (AR) (1 Dec 2001 to 23 Dec 2004)
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Thomas Richardson
IRN TXR00009
- (2864)CF30 Customer (1 Nov 2007 to 11 Oct 2018)
- (2865)CF21 Investment Adviser (20 Sep 2004 to 31 Oct 2007)
- (2866)CF1 Director (AR) (20 Sep 2004 to 11 Oct 2018)
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Thomas Taylor
IRN TXT00007
- (612)CF30 Customer (6 Jan 2009 to 6 Jul 2010)
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Thomas Vyvian Conway
IRN TVC00003
- (3027)CF30 Customer (1 Nov 2007 to 20 Nov 2007)
- (3028)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
- (3029)CF7 Sole Trader (AR) (1 Dec 2001 to 31 Jan 2007)
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Thusara Rajapakse
IRN TXR01155
- (240)CF21 Investment Adviser (27 Feb 2006 to 26 Jun 2006)
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Timothy David House
IRN TDH00010
- (2850)CF21 Investment Adviser (1 Dec 2001 to 12 Nov 2004)
- (2851)CF7 Sole Trader (AR) (1 Dec 2001 to 12 Nov 2004)
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Timothy Graham Towler
IRN TGT00003
- (201)CF30 Customer (1 Nov 2007 to 30 Sep 2014)
- (202)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
- (203)CF4 Partner (AR) (1 Dec 2001 to 30 Sep 2014)
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Timothy Horrocks
IRN TDH01041
- (2878)CF30 Customer (7 Apr 2011 to 29 Dec 2011)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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KM Financial Planning Services Ltd (no longer appointed)
FRN 210323 · Appointed 5 Mar 2002 · Until 31 May 2007
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Wiseman Financial Services Ltd (no longer appointed)
FRN 209764 · Appointed 11 Feb 2002 · Until 9 Nov 2004
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knightsbridge Financial Solutions Ltd (no longer appointed)
FRN 209711 · Appointed 6 Feb 2002 · Until 15 Sep 2021
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Gerry Dupree & Company Limited (no longer appointed)
FRN 209554 · Appointed 4 Feb 2002 · Until 5 May 2022
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MCN Financial Services Ltd (no longer appointed)
FRN 209202 · Appointed 28 Jan 2002 · Until 13 May 2002
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Spotlight Financial Services (no longer appointed)
FRN 209098 · Appointed 24 Jan 2002 · Until 31 Dec 2007
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Hanwell Financial Services (no longer appointed)
FRN 208662 · Appointed 22 Jan 2002 · Until 8 Aug 2012
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (3002)CF3 Chief Executive
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controlled function added: (3001)CF8 Apportionment and Oversight
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controlled function added: (3000)[FCA CF] Significant management
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controlled function added: (2999)[FCA CF] Manager of certification employee
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controlled function added: (2998)SMF24 Chief Operations
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controlled function added: (2997)CF2 Non Executive Director
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controlled function added: (2996)CF1 Director (AR)
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controlled function added: (2995)CF2 Non Executive Director
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controlled function added: (2994)CF22 Investment Adviser (Trainee)
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controlled function added: (2993)CF2 Non Executive Director