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.

  • Richard Timothy Farrar

    IRN RTF00004

    • (1539)CF30 Customer (1 Nov 2007 to 23 Oct 2020)
    • (1541)CF4 Partner (AR) (1 Dec 2001 to 23 Oct 2020)
    • (1540)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Rikki Dore

    IRN RJD01207

    • (1683)CF1 Director (AR) (6 Sep 2011 to 15 Dec 2014)
    • (1682)CF30 Customer (19 Aug 2011 to 15 Dec 2014)
  • Robert Alan Smillie

    IRN RAS00002

    • (1848)CF21 Investment Adviser (30 Dec 2003 to 19 Nov 2004)
  • Robert Alderson

    IRN RXA00066

    • (309)CF21 Investment Adviser (1 Dec 2001 to 15 Jul 2002)
    • (310)CF7 Sole Trader (AR) (1 Dec 2001 to 15 Jul 2002)
  • Robert Annand

    IRN RXA00039

    • (2042)CF21 Investment Adviser (30 Jul 2002 to 11 Jul 2003)
  • Robert Brian Taylor

    IRN RBT00004

    • (1383)CF30 Customer (1 Nov 2007 to 21 Jul 2009)
    • (1385)CF21 Investment Adviser (14 Dec 2006 to 31 Oct 2007)
    • (1384)CF22 Investment Adviser (Trainee) (10 Feb 2006 to 14 Dec 2006)
  • Robert Brown Hogg

    IRN RBH00014

    • (1057)CF22 Investment Adviser (Trainee) (12 Feb 2003 to 12 Feb 2003)
  • Robert Daniels

    IRN RXD00017

    • (709)CF30 Customer (20 Jul 2009 to 20 Dec 2011)
  • Robert Edward Clarke

    IRN REC00005

    • (2714)CF21 Investment Adviser (5 Dec 2001 to 5 Dec 2001)
  • Robert Edwin Brown

    IRN REB00018

    • (272)CF21 Investment Adviser (1 Dec 2001 to 5 Dec 2001)

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