Date authorised
1 April 2013
Companies House
02277754
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.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Samuel Robert McCloy

    IRN SRM00030

    • (935)CF30 Customer (1 Nov 2007 to 28 Dec 2012)
    • (936)CF21 Investment Adviser (11 May 2005 to 31 Oct 2007)
  • Samuel Scobie

    IRN SXS01531

    • (4)CF4 Partner (AR) (18 Jan 2002 to 15 Aug 2005)
  • Sandra Appleby

    IRN SXA02014

    • (2709)Appointed representative dealing with clients for which they require qualification (7 Jun 2023 to 29 Feb 2024)
    • (2708)CF30 Customer (7 Jun 2023 to 29 Feb 2024)
  • Sandra Bulless

    IRN SXL01610

    • (642)CF1 Director (AR) (13 Jun 2008 to 13 May 2010)
  • Sandra Johnston Collins-Eren

    IRN SJC00043

    • (961)CF21 Investment Adviser (27 May 2002 to 24 Dec 2003)
    • (962)CF4 Partner (AR) (1 Dec 2001 to 24 Dec 2003)
    • (960)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 27 May 2002)
  • Sara Catrin Evans

    IRN SCE00007

    • (143)CF1 Director (AR) (26 Oct 2004 to 4 Jul 2011)
    • (142)CF4 Partner (AR) (1 Dec 2001 to 26 Oct 2004)
    • (141)CF21 Investment Adviser (1 Dec 2001 to 31 Dec 2003)
    • (140)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 12 Mar 2003)
  • Sara Haworth

    IRN SSF01005

    • (1725)[FCA CF] Significant management (29 Apr 2021 to 3 May 2023)
  • Sara Rosemary Shaw

    IRN SRS00021

    • (369)CF1 Director (AR) (1 Dec 2001 to 14 May 2004)
  • Sarah Louise Smith

    IRN SLS01061

    • (746)CF1 Director (AR) (1 May 2009 to 4 Nov 2009)
  • Scott Andrew Cowie

    IRN SAC01237

    • (669)CF1 Director (AR) (9 Jun 2009 to 2 Jan 2013)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

  1. controlled function added: (3132)CF1 Director (AR)

  2. controlled function added: (3131)CF28 Systems and controls

  3. controlled function added: (3130)SMF24 Chief Operations

  4. controlled function added: (3129)CF1 Director (AR)

  5. controlled function added: (3128)CF4 Partner (AR)

  6. controlled function added: (3127)CF21 Investment Adviser

  7. controlled function added: (3126)CF30 Customer

  8. controlled function added: (3125)[FCA CF] Significant management

  9. controlled function added: (3124)CF7 Sole Trader (AR)

  10. controlled function added: (3123)CF21 Investment Adviser