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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Robert William Yeates
IRN RWY00006
- (2107)CF30 Customer (1 Nov 2007 to 26 Feb 2018)
- (2108)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
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Robert Young
IRN RXY00006
- (274)CF4 Partner (AR) (1 Dec 2001 to 26 Nov 2004)
- (273)CF21 Investment Adviser (1 Dec 2001 to 26 Nov 2004)
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Roberta Seaney
IRN RXS03328
- (595)CF30 Customer (15 Aug 2017 to 11 Jan 2019)
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Roberto Moreno Buonaccorsi
IRN RMB00046
- (332)CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2002)
- (333)CF4 Partner (AR) (1 Dec 2001 to 31 Oct 2002)
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Robin Granville Hodgson of Astley Abbotts
IRN RGH01045
- (1004)CF2 Non Executive Director (13 Sep 2007 to 8 Dec 2019)
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Robin Smith
IRN RDS01117
- (1706)CF2 Non Executive Director (18 May 2012 to 26 Jun 2015)
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Roddy David McFarlane
IRN RDM01100
- (2466)CF1 Director (AR) (27 Jun 2007 to 1 Sep 2007)
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Rodney Rutherford
IRN RXR00024
- (2334)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Jul 2022)
- (2332)CF30 Customer (1 Nov 2007 to 23 Nov 2010)
- (2333)CF21 Investment Adviser (22 Mar 2005 to 31 Oct 2007)
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Roger Alan Scott
IRN RAS00076
- (2103)CF4 Partner (AR) (22 May 2006 to 30 Nov 2006)
- (2102)CF21 Investment Adviser (1 Dec 2001 to 30 Nov 2006)
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Roger Beety
IRN RXB00161
- (425)CF21 Investment Adviser (1 Dec 2001 to 29 Dec 2006)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Douglas Powell Associates (no longer appointed)
FRN 188110 · Appointed 4 Sep 1998 · Until 24 Dec 2004
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Linbro (UK) Financial Services (no longer appointed)
FRN 126114 · Appointed 28 Aug 1998 · Until 30 Dec 2010
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CP Hodgson Independent Financial Management (no longer appointed)
FRN 188108 · Appointed 3 Aug 1998 · Until 24 Feb 2003
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L R Finance (North West) Limited (no longer appointed)
FRN 188116 · Appointed 15 Jul 1998 · Until 24 Sep 2020
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Independent Financial Strategists (no longer appointed)
FRN 189012 · Appointed 10 Jul 1998 · Until 1 Dec 2004
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Railton Price Independent Finanical Consultants (no longer appointed)
FRN 189004 · Appointed 1 Jul 1998 · Until 19 Mar 2003
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IMG Financial Servicesal (no longer appointed)
FRN 188113 · Appointed 24 Jun 1998 · Until 24 Feb 2003
Recent activity
Updates to this firm's record on the FCA register.
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controlled function added: (3062)CF7 Sole Trader (AR)
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controlled function added: (3061)CF21 Investment Adviser
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controlled function added: (3060)CF30 Customer
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controlled function added: (3059)CF7 Sole Trader (AR)
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controlled function added: (3058)CF21 Investment Adviser
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controlled function added: (3057)CF1 Director
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controlled function added: (3056)CF21 Investment Adviser
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controlled function added: (3055)[FCA CF] Significant management
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controlled function added: (3054)CF1 Director (AR)
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controlled function added: (3053)CF21 Investment Adviser