Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
c/o Edward Boyle and Robert Spence both of Interpath Advisory10 Fleet PlaceLondonEC4M 7RBUNITED KINGDOM- Phone
- +4402039892800
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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.
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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P2P Lending Advice
For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional
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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.
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Equity Release Advice
For Customer, Home reversion plans
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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.
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
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Equity Release Arranging
For Customer, Home reversion plans
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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.
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Insurance Admin
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
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Credit Brokering
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Stockbroking
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
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Debt Negotiation
Show 1 limitation Hide limitations
- · This permission is limited to debt adjusting with no debt management activity
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Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
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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.
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Equity Release Setup
For Customer, Home reversion plans
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Mortgage Setup
For Customer, Regulated mortgage contract
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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.
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Terence Mark Stoakes
IRN TMS00007
- (810)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 5 Dec 2001)
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Terence Michael Andrews
IRN TMA00002
- (647)CF1 Director (AR) (1 Feb 2007 to 29 Jun 2010)
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Terence Michael King
IRN TMK00003
- (307)CF30 Customer (1 Nov 2007 to 21 Jul 2009)
- (308)CF21 Investment Adviser (1 Nov 2004 to 31 Oct 2007)
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Terence Walter Hamilton-Viall
IRN TWH00010
- (559)CF7 Sole Trader (AR) (1 Dec 2001 to 30 Dec 2004)
- (558)CF21 Investment Adviser (1 Dec 2001 to 30 Dec 2004)
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Thomas Alexander Caldwell
IRN TAC00019
- (246)CF21 Investment Adviser (27 May 2002 to 6 Oct 2004)
- (245)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 27 May 2002)
- (247)CF7 Sole Trader (AR) (1 Dec 2001 to 6 Oct 2004)
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Thomas Andrew Johnson
IRN TXJ00054
- (2408)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 May 2021)
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Thomas Anthony Powell
IRN TAP01036
- (2716)CF1 Director (AR) (18 Mar 2003 to 30 Nov 2004)
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Thomas Findlay Craig
IRN TFC00003
- (1123)CF30 Customer (1 Nov 2007 to 18 Dec 2008)
- (1124)CF21 Investment Adviser (18 Oct 2002 to 31 Oct 2007)
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Thomas Henry Hyatt
IRN THH01035
- (620)CF1 Director (AR) (14 Oct 2014 to 15 Dec 2014)
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Thomas Meurig Jones
IRN TMJ00009
- (207)CF30 Customer (1 Nov 2007 to 3 Dec 2009)
- (208)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Furness Financial Advisers Ltd (no longer appointed)
FRN 207456 · Appointed 1 Dec 2001 · Until 22 Mar 2018
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Intergrated Planning Services (no longer appointed)
FRN 214442 · Appointed 1 Dec 2001 · Until 24 Feb 2003
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Rugby Mortgage & Financial Services Limited (no longer appointed)
FRN 214456 · Appointed 1 Dec 2001 · Until 21 May 2008
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Sandra Collins Financial Consultancy Limited (no longer appointed)
FRN 214458 · Appointed 1 Dec 2001 · Until 19 Jan 2004
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The Financial Practice inc. Salv Amura IFA (no longer appointed)
FRN 214460 · Appointed 1 Dec 2001 · Until 17 Apr 2014
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Barton Price Independent Financial Consultants (no longer appointed)
FRN 214438 · Appointed 1 Dec 2001 · Until 24 Feb 2003
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Whitehall Financial Management (no longer appointed)
FRN 214463 · Appointed 1 Dec 2001 · Until 3 Nov 2008
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Grosvenor Vokes Financial Ltd (no longer appointed)
FRN 206996 · Appointed 29 Oct 2001 · Until 30 Nov 2005
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (3102)CF21 Investment Adviser
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controlled function added: (3101)CF21 Investment Adviser
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controlled function added: (3100)CF30 Customer
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controlled function added: (3099)[FCA CF] Significant management
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controlled function added: (3098)CF1 Director
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controlled function added: (3097)SMF3 Executive Director
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controlled function added: (3096)Responsible for Insurance Distribution
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controlled function added: (3095)Responsibility for MCD Intermediation
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controlled function added: (3094)CF1 Director (AR)
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controlled function added: (3093)CF1 Director (AR)