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.

  • Malcolm Christopher Widdowson

    IRN MCW00018

    • CF30 Customer (1 Nov 2007 to 7 Apr 2010)
    • CF21 Investment Adviser (22 Feb 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (14 May 2004 to 22 Feb 2005)
  • Malcolm David Lyons

    IRN MDL00021

    • CF1 Director (AR) (1 Dec 2001 to 30 Nov 2005)
    • CF21 Investment Adviser (1 Dec 2001 to 30 Nov 2005)
  • Malcolm Macdonald Reid

    IRN MMR01131

    • Director of firm who is not a certification employee or a SMF manager (17 Nov 2023 to 9 Sep 2024)
  • Malcolm Reginald Davies

    IRN MRD00012

    • CF30 Customer (1 Nov 2007 to 30 Sep 2009)
    • CF21 Investment Adviser (1 Mar 2004 to 31 Oct 2007)
    • CF7 Sole Trader (AR) (1 Mar 2004 to 31 Jan 2007)
  • Malcolm Sloan

    IRN MXS00098

    • CF7 Sole Trader (AR) (1 Dec 2001 to 28 Dec 2006)
    • CF21 Investment Adviser (1 Dec 2001 to 28 Dec 2006)
  • Mandy Denise Scott

    IRN MDN01028

    • CF30 Customer (20 Oct 2009 to 18 Jan 2022)
  • Maralyn Ann Johnson

    IRN MAJ00019

    • CF30 Customer (1 Nov 2007 to 30 Nov 2007)
    • CF7 Sole Trader (AR) (13 Dec 2004 to 31 Jan 2007)
    • CF21 Investment Adviser (8 Jul 2002 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 8 Jul 2002)
    • CF1 Director (AR) (1 Dec 2001 to 13 Dec 2004)
  • Marc Meldrum

    IRN MXM01509

    • CF21 Investment Adviser (16 Aug 2002 to 9 Dec 2003)
  • Margaret Beeson

    IRN MXB03763

    • CF1 Director (AR) (30 Dec 2015 to 3 Apr 2023)
  • Margaret Josephine Hook

    IRN MJH00126

    • CF30 Customer (1 Nov 2007 to 9 Jun 2008)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
    • CF4 Partner (AR) (1 Dec 2001 to 9 Jun 2008)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.