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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Sharon Elizabeth Wilson
IRN SEW01089
- (1718)CF1 Director (AR) (22 Oct 2007 to 14 Feb 2023)
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Sharon Kay Bryant
IRN SKB00001
- (146)CF1 Director (1 Dec 2001 to 20 Feb 2006)
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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)
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Sharon Poulton
IRN PXS01911
- (395)CF30 Customer (1 May 2013 to 8 Sep 2014)
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Shaun Cesare
IRN SXC03020
- (1116)CF30 Customer (30 Nov 2018 to 7 May 2019)
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Shaun Pryor
IRN SXP00046
- (1131)CF7 Sole Trader (AR) (1 Dec 2001 to 24 Feb 2006)
- (1130)CF21 Investment Adviser (1 Dec 2001 to 24 Feb 2006)
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Sheila Manoucheri
IRN SXM00203
- (361)CF4 Partner (AR) (1 Dec 2001 to 8 Aug 2002)
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Sheila Margaret Stewart
IRN SMS00011
- (693)CF21 Investment Adviser (1 Dec 2001 to 29 Feb 2004)
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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)
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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.
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Colin Galbraith Independent Financial Services (no longer appointed)
FRN 189274 · Appointed 1 May 1999 · Until 12 Jun 2020
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Heritage Financial Partners Limited (no longer appointed)
FRN 200389 · Appointed 23 Apr 1999 · Until 24 Feb 2003
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Heritage Financial Partners (Northern) Limited (no longer appointed)
FRN 200390 · Appointed 23 Apr 1999 · Until 24 Feb 2003
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Cumbria Financial Advisers Limited (no longer appointed)
FRN 189752 · Appointed 24 Mar 1999 · Until 17 Aug 2009
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MGB Financial & Insurance Services (no longer appointed)
FRN 190139 · Appointed 15 Mar 1999 · Until 24 Feb 2003
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RM Askew Financial Services (no longer appointed)
FRN 189751 · Appointed 26 Feb 1999 · Until 5 Aug 2003
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David Duncan & Associates (no longer appointed)
FRN 189750 · Appointed 16 Feb 1999 · Until 27 Apr 2010
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Cavendish Financial Planning (no longer appointed)
FRN 190138 · Appointed 11 Feb 1999 · Until 24 Feb 2003
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Temple Bar Independent Financial Advice (no longer appointed)
FRN 189749 · Appointed 9 Feb 1999 · Until 18 Nov 2004
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)