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.

  • Christopher Rhett Jackson

    IRN CRJ00002

    • CF21 Investment Adviser (5 Jun 2002 to 30 Dec 2004)
    • CF1 Director (AR) (7 Jan 2002 to 20 Jun 2005)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 5 Jun 2002)
  • Christopher Simon Steele

    IRN CSS00007

    • CF21 Investment Adviser (22 Dec 2004 to 30 Nov 2006)
  • Christopher Stuart Fairclough

    IRN CSF01024

    • CF2 Non Executive Director (AR) (18 Jul 2007 to 27 May 2014)
  • Christopher Wilkinson

    IRN CXW00132

    • CF21 Investment Adviser (27 May 2002 to 27 Apr 2005)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 27 May 2002)
  • Christopher William Kendall

    IRN CWK01009

    • CF30 Customer (1 Nov 2007 to 7 Nov 2008)
    • CF21 Investment Adviser (2 Oct 2006 to 31 Oct 2007)
  • Christopher William Moore

    IRN CWM01048

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2024)
    • CF1 Director (AR) (8 Apr 2016 to 31 Mar 2024)
    • CF30 Customer (15 Sep 2010 to 31 Mar 2024)
  • Claire Elizabeth Deekes

    IRN CXD88058

    • CF1 Director (AR) (20 Jul 2020 to 31 Mar 2021)
  • Claire Elizabeth Kingston

    IRN CEK00007

    • CF1 Director (AR) (1 Dec 2001 to 10 Jan 2003)
  • Claire Elizabeth Whitbourn

    IRN CEW00011

    • CF30 Customer (1 Nov 2007 to 13 Nov 2009)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Claire Gilbertson

    IRN CXG00205

    • [FCA CF] Significant management (9 Dec 2019 to 29 May 2024)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

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