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.

  • Barry Fox

    IRN WBF00002

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 22 Dec 2023)
    • CF1 Director (AR) (13 Aug 2003 to 22 Dec 2023)
    • CF4 Partner (AR) (1 Dec 2001 to 13 Aug 2003)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Dec 2004)
  • Barry Neville Austin Womersley

    IRN BNW00006

    • CF30 Customer (2 Jul 2009 to 8 Dec 2019)
  • Barry Russell Skues

    IRN BRS00018

    • CF21 Investment Adviser (1 Dec 2001 to 30 Nov 2004)
  • Barry Shaw

    IRN BXS00083

    • CF30 Customer (1 Nov 2007 to 28 Dec 2012)
    • CF1 Director (AR) (2 Dec 2005 to 28 Nov 2012)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
    • CF4 Partner (AR) (1 Dec 2001 to 2 Dec 2005)
  • Bedford Steven Miles Lloyd

    IRN BSL00003

    • CF1 Director (AR) (1 Dec 2001 to 31 Dec 2003)
  • Ben Adams

    IRN BXA00101

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2024)
  • Ben Hicks

    IRN BXH27393

    • [FCA CF] Significant management (18 Jan 2021 to 31 Jan 2023)
  • Ben Wright

    IRN BHW01012

    • [FCA CF] Significant management (9 Dec 2019 to 6 Apr 2022)
    • CF1 Director (6 Apr 2018 to 1 Sep 2019)
  • Benjamin Agwunobi

    IRN BXA00030

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Feb 2024)
    • CF30 Customer (1 Nov 2007 to 28 Dec 2012)
    • CF21 Investment Adviser (27 May 2002 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 27 May 2002)
    • CF7 Sole Trader (AR) (1 Dec 2001 to 31 Jan 2007)
  • Benjamin Grahame Alfred Baldwin

    IRN BGB01029

    • CF30 Customer (2 Mar 2015 to 31 Jan 2019)

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.