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.

  • Hayden John Williams

    IRN HJW00008

    • CF1 Director (AR) (8 May 2003 to 13 Sep 2005)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Dec 2004)
    • CF7 Sole Trader (AR) (1 Dec 2001 to 8 May 2003)
  • Hayley Chapman

    IRN HXC00135

    • Appointed representative dealing with clients for which they require qualification (8 Jun 2021 to 3 Jan 2023)
  • Hayley McGee

    IRN HXW01121

    • CF22 Investment Adviser (Trainee) (21 Feb 2005 to 12 Aug 2005)
  • Hazel Denise Lieselotte Richards

    IRN HDR00013

    • CF30 Customer (18 Jun 2018 to 28 Sep 2020)
  • Hazel Jennifer Howard

    IRN HJH00016

    • CF1 Director (AR) (1 Dec 2001 to 21 May 2008)
  • Helen Audrey Walsh

    IRN HAW01027

    • CF1 Director (AR) (7 Sep 2017 to 23 Jan 2024)
    • CF4 Partner (AR) (11 Jul 2007 to 11 Sep 2017)
  • Helen Muriel Ball

    IRN HXT01026

    • SMF1 Chief Executive (25 May 2023 to 24 Apr 2024)
    • SMF3 Executive Director (29 Nov 2022 to 25 May 2023)
    • CF28 Systems and controls (9 Feb 2018 to 8 Dec 2019)
    • CF1 Director (15 Apr 2013 to 8 Dec 2019)
  • Helen Scott

    IRN HMS01030

    • CF21 Investment Adviser (27 Aug 2003 to 4 Oct 2005)
  • Hellier, Angela

    IRN HXA01665

    • Appointed representative dealing with clients for which they require qualification (17 Feb 2021 to 5 May 2022)
  • Henry McCord

    IRN HXM00012

    • CF7 Sole Trader (AR) (25 Nov 2003 to 3 Dec 2004)
    • CF21 Investment Adviser (27 May 2002 to 3 Dec 2004)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 27 May 2002)
    • CF4 Partner (AR) (1 Dec 2001 to 25 Nov 2003)

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.