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 Alexander Simpson

    IRN KAS00020

    • CF21 Investment Adviser (1 Dec 2001 to 6 Dec 2002)
  • Keith Anthony Howard

    IRN KAH00003

    • CF30 Customer (1 Nov 2007 to 21 May 2008)
    • CF1 Director (AR) (1 Dec 2001 to 21 May 2008)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Keith Bonsall

    IRN KRB00027

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 9 Jun 2021)
    • CF30 Customer (1 Nov 2007 to 27 Jan 2022)
    • CF1 Director (AR) (1 Dec 2001 to 27 Jan 2022)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Keith Charles Montgomery

    IRN KCM00008

    • CF1 Director (AR) (1 Dec 2001 to 15 Nov 2002)
    • CF21 Investment Adviser (1 Dec 2001 to 15 Nov 2002)
  • Keith David Williams

    IRN KDW00004

    • CF22 Investment Adviser (Trainee) (22 Oct 2004 to 8 Sep 2006)
  • Keith Donald Richards

    IRN KDR01011

    • CF1 Director (26 Nov 2004 to 28 Mar 2013)
  • Keith Edge

    IRN KXE00003

    • CF21 Investment Adviser (1 Dec 2001 to 31 Dec 2004)
    • CF7 Sole Trader (AR) (1 Dec 2001 to 31 Dec 2004)
  • Keith Harold Baker

    IRN KHB00006

    • CF21 Investment Adviser (1 Dec 2001 to 9 Aug 2004)
    • CF7 Sole Trader (AR) (1 Dec 2001 to 9 Aug 2004)
  • Keith John Miller

    IRN KJM00058

    • CF22 Investment Adviser (Trainee) (18 Aug 2005 to 24 Oct 2006)
    • CF1 Director (AR) (1 Dec 2001 to 24 Oct 2006)
  • Keith Jordan

    IRN KXJ00031

    • CF30 Customer (1 Nov 2007 to 30 Sep 2014)
    • CF1 Director (AR) (1 Dec 2001 to 30 Sep 2014)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)

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.