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.

  • Jon Gerard Parkhouse-Evans

    IRN JGP00024

    • CF1 Director (AR) (1 Dec 2001 to 8 Apr 2005)
  • Jonathan Bruce

    IRN JXB00214

    • CF4 Partner (AR) (1 Dec 2001 to 9 Feb 2009)
  • Jonathan Charles Holmes

    IRN JCH00030

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Feb 2023)
    • CF30 Customer (9 Jul 2009 to 3 Feb 2023)
  • Jonathan Edward Arthur Tobbell

    IRN JET01096

    • CF1 Director (23 Aug 2006 to 22 Jun 2009)
  • Jonathan Gill

    IRN JXG02064

    • CF30 Customer (16 Dec 2014 to 26 Sep 2016)
  • Jonathan James Gibson

    IRN JJG00003

    • CF1 Director (AR) (11 Jul 2013 to 30 Sep 2014)
    • CF30 Customer (7 Feb 2013 to 30 Sep 2014)
  • Jonathan Paul Carter

    IRN JPC00040

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Apr 2023)
    • CF1 Director (AR) (12 Aug 2009 to 24 Apr 2023)
    • CF30 Customer (1 Nov 2007 to 24 Apr 2023)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
    • CF4 Partner (AR) (1 Dec 2001 to 29 Jul 2009)
  • Jonathan Peter Norridge

    IRN JPN00006

    • CF1 Director (AR) (5 Dec 2005 to 7 Jan 2019)
    • CF21 Investment Adviser (5 Feb 2002 to 2 Jul 2007)
  • Jonathan Pitt

    IRN JXP00155

    • CF30 Customer (1 Nov 2007 to 16 Nov 2009)
    • CF1 Director (AR) (26 Jun 2002 to 16 Nov 2009)
    • CF21 Investment Adviser (26 Jun 2002 to 31 Oct 2007)
  • Jonathan Reid Palfreyman

    IRN JRP01199

    • CF1 Director (AR) (27 Feb 2013 to 14 Sep 2021)

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.