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.

  • William Branson Hall

    IRN WBH00004

    • (319)CF30 Customer (1 Nov 2007 to 12 Dec 2008)
    • (320)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
    • (321)CF7 Sole Trader (AR) (1 Dec 2001 to 31 Jan 2007)
  • William Charles Hopkins

    IRN WCH00002

    • (658)CF30 Customer (1 Nov 2007 to 2 May 2017)
    • (660)CF1 Director (AR) (1 Sep 2004 to 2 May 2017)
    • (659)CF21 Investment Adviser (1 Sep 2004 to 31 Oct 2007)
  • William Charles Smith

    IRN WCS01012

    • (2825)CF4 Partner (AR) (6 Jun 2008 to 24 Mar 2011)
    • (2824)CF30 Customer (15 May 2008 to 24 Mar 2011)
  • William Colin Tanner

    IRN WCT00002

    • (2757)CF30 Customer (1 Nov 2007 to 1 Aug 2011)
    • (2758)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • William Drake Taylor

    IRN WDT00001

    • (2272)CF1 Director (AR) (11 Mar 2010 to 1 Jun 2017)
    • (2271)CF30 Customer (16 Apr 2009 to 28 Dec 2012)
  • William Elias Muammar

    IRN WEM00002

    • (1997)CF30 Customer (31 Jan 2008 to 19 Jun 2013)
  • William Ernest Loder

    IRN WEL00003

    • (422)CF4 Partner (AR) (1 Dec 2001 to 7 Jul 2004)
  • William Ferguson Wilson

    IRN WFW00003

    • (2782)CF21 Investment Adviser (1 Dec 2001 to 5 Dec 2001)
  • William Handley Redmayne

    IRN WHR00004

    • (591)CF30 Customer (1 Nov 2007 to 21 Dec 2011)
    • (593)CF4 Partner (AR) (1 Dec 2001 to 21 Dec 2011)
    • (592)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • William Henry Cole

    IRN WHC01010

    • (1149)CF22 Investment Adviser (Trainee) (13 Nov 2002 to 18 Dec 2002)

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)