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 Advisory10 Fleet PlaceLondonEC4M 7RBUNITED KINGDOM- Phone
- +4402039892800
-
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.
-
Buy-to-Let Mortgage Advice
-
Buy-to-Let Mortgage Arranging
-
P2P Lending Advice
For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional
-
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.
-
Equity Release Advice
For Customer, Home reversion plans
-
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.
-
Mortgage Advice
For Customer, Regulated mortgage contract
-
Authorised to Operate
-
Equity Release Arranging
For Customer, Home reversion plans
-
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.
-
Mortgage Arranging
For Customer, Regulated mortgage contract
-
Insurance Admin
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
-
Credit Brokering
-
Stockbroking
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
-
Debt Negotiation
Show 1 limitation Hide limitations
- · This permission is limited to debt adjusting with no debt management activity
-
Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
-
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.
-
Equity Release Setup
For Customer, Home reversion plans
-
Mortgage Setup
For Customer, Regulated mortgage contract
-
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.
-
Rebecca Elaine Russell
IRN REH01106
- (1697)CF30 Customer (14 Dec 2007 to 4 Jul 2011)
-
Reginald Keith Jones
IRN RKJ00003
- (67)CF7 Sole Trader (AR) (1 Dec 2001 to 5 Dec 2003)
- (66)CF21 Investment Adviser (1 Dec 2001 to 5 Dec 2003)
-
Richard Alastair Swindley
IRN RAS00087
- (233)CF21 Investment Adviser (1 Dec 2001 to 5 Dec 2001)
-
Richard Andrew William Gunson
IRN RAG00027
- (2599)CF1 Director (AR) (1 Dec 2001 to 22 Jul 2002)
- (2598)CF21 Investment Adviser (1 Dec 2001 to 22 Jul 2002)
-
Richard Anthony Armstrong
IRN RXA00063
- (573)CF21 Investment Adviser (1 Dec 2001 to 30 Nov 2005)
- (574)CF1 Director (AR) (1 Dec 2001 to 30 Nov 2005)
-
Richard Anthony Greene
IRN RAG00005
- (1279)CF30 Customer (1 Nov 2007 to 11 Aug 2009)
- (1281)CF21 Investment Adviser (19 Apr 2007 to 31 Oct 2007)
- (1280)CF22 Investment Adviser (Trainee) (14 Feb 2006 to 19 Apr 2007)
-
Richard Arthur Eager
IRN RAE00014
- (1159)CF30 Customer (1 Nov 2007 to 30 Dec 2011)
- (1162)CF4 Partner (AR) (1 Dec 2001 to 30 Dec 2011)
- (1161)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
- (1160)CF24 Pension Transfer Specialist (1 Dec 2001 to 31 Oct 2007)
-
Richard Blackler
IRN RXB00262
- (173)CF1 Director (AR) (1 Dec 2001 to 26 Mar 2004)
-
Richard Brazier
IRN RMB00087
- (2094)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 May 2022)
- (2091)CF30 Customer (1 Nov 2007 to 28 Dec 2012)
- (2093)CF21 Investment Adviser (14 Nov 2002 to 31 Oct 2007)
- (2092)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 14 Nov 2002)
-
Richard Coleman
IRN RJC00003
- (2756)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 14 Nov 2023)
- (2753)CF30 Customer (1 Nov 2007 to 14 Nov 2023)
- (2755)CF7 Sole Trader (AR) (27 Jun 2002 to 31 Jan 2007)
- (2754)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
Tenet Financial Services Limited (no longer appointed)
FRN 172174 · Appointed 12 Apr 1995 · Until 3 Sep 2024
-
Martin Clark Independent Financial Advisers (no longer appointed)
FRN 172172 · Appointed 5 Apr 1995 · Until 29 Jul 2003
-
Barnsley Building Society (no longer appointed)
FRN 172170 · Appointed 3 Apr 1995 · Until 1 Dec 2001
-
Parker Financial Services (no longer appointed)
FRN 172234 · Appointed 31 Mar 1995 · Until 29 Apr 2003
-
Kingstons Financial Services Limited (no longer appointed)
FRN 131219 · Appointed 21 Mar 1995 · Until 30 Nov 2004
-
Pantheon Capital Strategies (no longer appointed)
FRN 153638 · Appointed 13 Mar 1995 · Until 9 Jan 2006
Recent activity
Updates to this firm's record on the FCA register.
-
controlled function added: (3112)CF1 Director (AR)
-
controlled function added: (3111)[FCA CF] Significant management
-
controlled function added: (3110)CF1 Director (AR)
-
controlled function added: (3109)CF4 Partner (AR)
-
controlled function added: (3108)CF1 Director (AR)
-
controlled function added: (3107)CF7 Sole Trader (AR)
-
controlled function added: (3106)CF21 Investment Adviser
-
controlled function added: (3105)CF22 Investment Adviser (Trainee)
-
controlled function added: (3104)CF30 Customer
-
controlled function added: (3103)CF21 Investment Adviser