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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Stephen Davidson
IRN SXD00087
- (496)CF30 Customer (1 Nov 2007 to 28 Dec 2012)
- (498)CF7 Sole Trader (AR) (1 Dec 2001 to 31 Jan 2007)
- (497)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
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Stephen Francisco
IRN SXF00013
- (1354)CF22 Investment Adviser (Trainee) (14 Feb 2003 to 16 Sep 2003)
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Stephen Glen Holman
IRN SGH00011
- (2855)CF30 Customer (1 Nov 2007 to 14 Apr 2014)
- (2856)CF21 Investment Adviser (1 Mar 2007 to 31 Oct 2007)
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Stephen Gordon Alfred Snell
IRN SGS00021
- (231)CF21 Investment Adviser (1 Dec 2001 to 6 Jan 2003)
- (232)CF1 Director (AR) (1 Dec 2001 to 23 Dec 2002)
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Stephen Grant Forster
IRN SGF00005
- (2884)CF7 Sole Trader (AR) (1 Dec 2001 to 17 May 2005)
- (2883)CF21 Investment Adviser (1 Dec 2001 to 30 Dec 2004)
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Stephen James Bonynge
IRN SJB00101
- (1152)CF21 Investment Adviser (18 Oct 2004 to 23 Dec 2005)
- (1153)CF7 Sole Trader (AR) (18 Oct 2004 to 20 Feb 2006)
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Stephen James Wray
IRN SJW00066
- (1067)CF30 Customer (6 Jan 2011 to 5 Apr 2012)
- (1069)CF4 Partner (AR) (10 Feb 2006 to 5 Apr 2012)
- (1068)CF21 Investment Adviser (10 Feb 2006 to 31 Oct 2007)
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Stephen Jeffrey Remo
IRN SJR01286
- (666)CF1 Director (AR) (30 Dec 2009 to 30 May 2012)
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Stephen John Edwards
IRN SJE00009
- (3103)CF21 Investment Adviser (27 Mar 2003 to 10 Nov 2005)
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Stephen John Hopkinson
IRN SJH01320
- (1290)CF4 Partner (AR) (13 Jun 2002 to 22 Dec 2009)
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: (3072)CF1 Director
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controlled function added: (3071)CF1 Director (AR)
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controlled function added: (3070)CF10 Compliance Oversight
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controlled function added: (3069)CF28 Systems and controls
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controlled function added: (3068)Responsible for Insurance Mediation
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controlled function added: (3067)Responsibility for MCD Intermediation
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controlled function added: (3066)CF7 Sole Trader (AR)
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controlled function added: (3065)CF21 Investment Adviser
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controlled function added: (3064)CF1 Director (AR)
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controlled function added: (3063)CF4 Partner (AR)