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.

  • Stephen John Horrey

    IRN SJH00014

    • (983)CF21 Investment Adviser (17 Mar 2003 to 30 Nov 2004)
  • Stephen John Howell

    IRN SJH00192

    • (121)CF4 Partner (AR) (1 Dec 2001 to 7 Sep 2004)
  • Stephen John McCullough

    IRN SJM00067

    • (1467)CF30 Customer (1 Nov 2007 to 1 Jun 2009)
    • (1468)CF21 Investment Adviser (6 Feb 2006 to 31 Oct 2007)
  • Stephen John Pollitt

    IRN SXP01552

    • (1747)CF1 Director (AR) (27 Apr 2005 to 31 Jan 2008)
  • Stephen John Rumble

    IRN SJR01277

    • (817)CF30 Customer (10 Jun 2008 to 1 Oct 2009)
  • Stephen John Williams

    IRN SXW00050

    • (1139)CF21 Investment Adviser (1 Dec 2001 to 4 Nov 2002)
  • Stephen Jones

    IRN SMJ00005

    • (1632)CF1 Director (AR) (16 Sep 2021 to 5 Jun 2024)
    • (1634)[FCA CF] Significant management (9 Dec 2019 to 29 May 2024)
    • (1633)CF1 Director (1 Dec 2001 to 12 Mar 2012)
  • Stephen Laird

    IRN SXL00010

    • (865)CF21 Investment Adviser (27 May 2002 to 18 Aug 2003)
    • (864)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 27 May 2002)
  • Stephen McAvoy

    IRN SXM01993

    • (2872)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Feb 2024)
    • (2871)CF30 Customer (1 Apr 2009 to 3 Sep 2009)
    • (2873)CF1 Director (AR) (1 Apr 2009 to 3 Sep 2009)
  • Stephen McCall Foster

    IRN SMF00012

    • (2172)CF4 Partner (AR) (1 Dec 2001 to 19 Dec 2003)

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: (3092)CF4 Partner (AR)

  2. controlled function added: (3091)CF21 Investment Adviser

  3. controlled function added: (3090)CF30 Customer

  4. controlled function added: (3089)[FCA CF] Significant management

  5. controlled function added: (3088)CF1 Director

  6. controlled function added: (3087)[FCA CF] Manager of certification employee

  7. controlled function added: (3086)CF2 Non Executive Director

  8. controlled function added: (3085)CF1 Director (AR)

  9. controlled function added: (3084)[FCA CF] Significant management

  10. controlled function added: (3083)CF1 Director