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.

  • Matthew Halliwell

    IRN MXH01803

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Oct 2020)
    • CF30 Customer (1 Nov 2007 to 24 Nov 2009)
    • CF21 Investment Adviser (13 Mar 2006 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (29 Nov 2004 to 13 Mar 2006)
  • Matthew James

    IRN MTJ01009

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 7 Nov 2020)
    • CF30 Customer (17 Jan 2019 to 1 Mar 2021)
  • Matthew John Smith

    IRN MXS00663

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 May 2022)
  • Matthew Michael Cass

    IRN MMC01030

    • CF1 Director (AR) (2 Feb 2007 to 27 Apr 2020)
  • Matthew Paul Sylvester

    IRN MPS00010

    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 5 Dec 2001)
  • Matthew Pheasey

    IRN MXP02748

    • CF2 Non Executive Director (2 Aug 2016 to 16 Nov 2016)
  • Matthew Robert Lee

    IRN MXL00284

    • Appointed representative dealing with clients for which they require qualification (29 Oct 2020 to 3 Feb 2024)
  • Maurice Jack Leigh

    IRN MJL00060

    • CF21 Investment Adviser (1 Dec 2001 to 19 Aug 2002)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 23 Aug 2002)
  • Maurice John Almond

    IRN MJA00029

    • CF21 Investment Adviser (1 Dec 2001 to 12 Dec 2001)
  • Melanie Ann Green

    IRN MAC00008

    • CF21 Investment Adviser (1 Dec 2001 to 5 Dec 2001)

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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