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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Pentateuch Financial Services Ltd (no longer appointed)
FRN 200397 · Appointed 16 Jun 2000 · Until 30 Dec 2004
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Proud Independent Mortgage Services (no longer appointed)
FRN 191999 · Appointed 14 Jun 2000 · Until 18 Nov 2004
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The Richard Eager Partnership (no longer appointed)
FRN 192242 · Appointed 14 Jun 2000 · Until 30 Dec 2011
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Westwood Financial Consultancy (no longer appointed)
FRN 184983 · Appointed 8 Jun 2000 · Until 24 Feb 2003
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Medical Practitioners Insurance Agency (no longer appointed)
FRN 200369 · Appointed 17 May 2000 · Until 24 Feb 2003
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Maxwells Financial Management Limited (no longer appointed)
FRN 191779 · Appointed 9 May 2000 · Until 19 Jan 2021
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Ridings Financial Planning (no longer appointed)
FRN 191606 · Appointed 19 Apr 2000 · Until 22 Dec 2008
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Andrew MacKenzie Investments Ltd (no longer appointed)
FRN 191607 · Appointed 15 Apr 2000 · Until 26 Sep 2013
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (3082)CF1 Director (AR)
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controlled function added: (3081)CF21 Investment Adviser
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controlled function added: (3080)CF30 Customer
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controlled function added: (3079)CF1 Director (AR)
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controlled function added: (3078)SMF4 Chief Risk
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controlled function added: (3077)SMF16 Compliance Oversight
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controlled function added: (3076)SMF17 Money Laundering Reporting Officer (MLRO)
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controlled function added: (3075)Responsible for Insurance Distribution
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controlled function added: (3074)Responsibility for MCD Intermediation
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controlled function added: (3073)CF30 Customer