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.

  • Sharon Elizabeth Wilson

    IRN SEW01089

    • (1718)CF1 Director (AR) (22 Oct 2007 to 14 Feb 2023)
  • Sharon Kay Bryant

    IRN SKB00001

    • (146)CF1 Director (1 Dec 2001 to 20 Feb 2006)
  • Sharon Lee Perkins

    IRN SLP00001

    • (1947)CF21 Investment Adviser (24 Apr 2006 to 25 Sep 2006)
    • (1946)CF22 Investment Adviser (Trainee) (6 Jul 2005 to 24 Apr 2006)
  • Sharon Poulton

    IRN PXS01911

    • (395)CF30 Customer (1 May 2013 to 8 Sep 2014)
  • Shaun Cesare

    IRN SXC03020

    • (1116)CF30 Customer (30 Nov 2018 to 7 May 2019)
  • Shaun Pryor

    IRN SXP00046

    • (1130)CF21 Investment Adviser (1 Dec 2001 to 24 Feb 2006)
    • (1131)CF7 Sole Trader (AR) (1 Dec 2001 to 24 Feb 2006)
  • Sheila Manoucheri

    IRN SXM00203

    • (361)CF4 Partner (AR) (1 Dec 2001 to 8 Aug 2002)
  • Sheila Margaret Stewart

    IRN SMS00011

    • (693)CF21 Investment Adviser (1 Dec 2001 to 29 Feb 2004)
  • Shirley Kennedy

    IRN SXK01266

    • (72)CF30 Customer (1 Nov 2007 to 11 Sep 2008)
    • (74)CF7 Sole Trader (AR) (8 Jan 2002 to 31 Jan 2007)
    • (73)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Simon Andrew Badley

    IRN SAB00104

    • (3117)CF2 Non Executive Director (31 Dec 2010 to 8 Aug 2011)

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: (3102)CF21 Investment Adviser

  2. controlled function added: (3101)CF21 Investment Adviser

  3. controlled function added: (3100)CF30 Customer

  4. controlled function added: (3099)[FCA CF] Significant management

  5. controlled function added: (3098)CF1 Director

  6. controlled function added: (3097)SMF3 Executive Director

  7. controlled function added: (3096)Responsible for Insurance Distribution

  8. controlled function added: (3095)Responsibility for MCD Intermediation

  9. controlled function added: (3094)CF1 Director (AR)

  10. controlled function added: (3093)CF1 Director (AR)