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.

  • Keith Kirkwood

    IRN KXK00023

    • CF4 Partner (AR) (19 Nov 2004 to 20 Apr 2005)
  • Keith Morris

    IRN KXM00076

    • CF30 Customer (1 Nov 2007 to 26 May 2016)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Keith Philip Turner

    IRN KPT00005

    • CF21 Investment Adviser (2 Sep 2004 to 23 Feb 2006)
    • CF22 Investment Adviser (Trainee) (6 Aug 2003 to 2 Sep 2004)
  • Keith Stewart Marshall

    IRN KSM00006

    • CF21 Investment Adviser (1 Dec 2001 to 5 Dec 2001)
  • Keith Vincent Loynes

    IRN KVL00002

    • CF7 Sole Trader (AR) (1 Dec 2001 to 27 Nov 2002)
    • CF21 Investment Adviser (1 Dec 2001 to 27 Nov 2002)
  • Keith William Smith

    IRN KWE00001

    • CF21 Investment Adviser (5 Sep 2003 to 3 Nov 2004)
    • CF4 Partner (AR) (5 Sep 2003 to 3 Nov 2004)
  • Kelly Louise Blair

    IRN KLB01045

    • CF22 Investment Adviser (Trainee) (20 Mar 2006 to 20 Apr 2006)
  • Kelvin Jenkins

    IRN KXJ00016

    • CF21 Investment Adviser (1 Dec 2001 to 20 Dec 2006)
  • Ken Dale

    IRN KXD00044

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Nov 2022)
    • CF1 Director (AR) (13 Aug 2003 to 30 Nov 2022)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Dec 2004)
    • CF4 Partner (AR) (1 Dec 2001 to 13 Aug 2003)
  • Kenneth Drysdale

    IRN KXD00008

    • CF22 Investment Adviser (Trainee) (30 Sep 2004 to 20 Oct 2006)

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.