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 P Young

    IRN RPY00004

    • (1611)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 15 Jan 2021)
    • (1609)CF30 Customer (1 Nov 2007 to 13 Jan 2021)
    • (1612)CF1 Director (AR) (1 Dec 2001 to 13 Jan 2021)
    • (1610)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Richard Paul Clark

    IRN RPC01087

    • (1673)CF30 Customer (15 Jul 2014 to 31 Mar 2017)
  • Richard Peter Millen

    IRN RPM00014

    • (3049)CF30 Customer (1 Nov 2007 to 28 Sep 2010)
    • (3051)CF7 Sole Trader (AR) (1 Dec 2001 to 31 Jan 2007)
    • (3050)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Richard Peter Sheppard

    IRN RPS01097

    • (2490)CF30 Customer (7 Mar 2008 to 22 Apr 2009)
  • Richard Rattray

    IRN RXR01379

    • (1715)CF30 Customer (17 Jun 2008 to 28 Jan 2009)
  • Richard Scott Harpur

    IRN RSH01090

    • (1038)CF30 Customer (1 Nov 2007 to 8 Jul 2009)
    • (1039)CF22 Investment Adviser (Trainee) (4 Dec 2006 to 31 Oct 2007)
  • Richard Slade Williams

    IRN RSW00014

    • (2725)CF21 Investment Adviser (17 Jun 2003 to 10 Jul 2006)
  • Richard Solomon Olumide Forde

    IRN RSF00006

    • (2759)CF21 Investment Adviser (1 Dec 2001 to 5 Dec 2001)
  • Richard Tebbs

    IRN RDT00012

    • (2569)CF30 Customer (1 Nov 2007 to 10 Sep 2010)
    • (2570)CF21 Investment Adviser (12 Jan 2006 to 31 Oct 2007)
    • (2571)CF1 Director (AR) (9 Dec 2005 to 10 Sep 2010)
  • Richard Thomas

    IRN RXT00067

    • (1451)CF30 Customer (27 May 2008 to 18 Jan 2011)
    • (1452)CF21 Investment Adviser (5 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: (3122)CF1 Director (AR)

  2. controlled function added: (3121)CF4 Partner (AR)

  3. controlled function added: (3120)CF1 Director (AR)

  4. controlled function added: (3119)CF4 Partner (AR)

  5. controlled function added: (3118)CF1 Director (AR)

  6. controlled function added: (3117)CF2 Non Executive Director

  7. controlled function added: (3116)CF1 Director (AR)

  8. controlled function added: (3115)[FCA CF] Significant management

  9. controlled function added: (3114)CF1 Director

  10. controlled function added: (3113)SMF24 Chief Operations