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.

  • Mark Simon Wilson

    IRN MSW00005

    • CF30 Customer (6 Aug 2014 to 30 Sep 2016)
  • Mark Steven Fretwell

    IRN MSF00005

    • CF30 Customer (1 Nov 2007 to 11 Mar 2013)
    • CF1 Director (AR) (7 Mar 2005 to 11 Mar 2013)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Mark Wesley

    IRN MXW00022

    • CF30 Customer (1 Nov 2007 to 30 Apr 2010)
    • CF21 Investment Adviser (6 Feb 2003 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (17 Aug 2002 to 6 Feb 2003)
  • Mark William Hunter

    IRN MWH00018

    • CF30 Customer (1 Nov 2007 to 26 Mar 2009)
    • CF21 Investment Adviser (19 Jul 2007 to 31 Oct 2007)
  • Mark William Hunter

    IRN MWH00011

    • CF30 Customer (25 Mar 2014 to 16 Oct 2014)
  • Mark William Jude Scanlon

    IRN MWS01098

    • SMF1 Chief Executive (3 Dec 2021 to 3 Apr 2023)
    • SMF3 Executive Director (3 Dec 2021 to 3 Apr 2023)
    • CF28 Systems and controls (11 Apr 2019 to 8 Dec 2019)
    • CF3 Chief Executive (11 Apr 2019 to 8 Dec 2019)
    • CF1 Director (11 Apr 2019 to 8 Dec 2019)
  • Marshall Bickler

    IRN MHB00006

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 25 Nov 2022)
    • CF30 Customer (1 Nov 2007 to 25 Nov 2022)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
    • CF1 Director (AR) (1 Dec 2001 to 25 Nov 2022)
  • Martin Evans

    IRN MXE00011

    • CF21 Investment Adviser (1 Dec 2001 to 16 Nov 2004)
  • Martin Francis Helstern

    IRN MFH00018

    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 5 Dec 2001)
  • Martin Francis Soars

    IRN MFS00002

    • CF30 Customer (1 Nov 2007 to 27 Sep 2011)
    • CF21 Investment Adviser (28 Jul 2004 to 12 Jan 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.