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.

  • Martin Gartside

    IRN MXG02583

    • CF1 Director (13 Dec 2016 to 6 Nov 2018)
  • Martin James Greenwood

    IRN MJG00028

    • CF28 Systems and controls (4 Mar 2013 to 15 Apr 2019)
    • CF1 Director (26 Sep 2012 to 15 Apr 2019)
    • CF3 Chief Executive (26 Sep 2012 to 15 Apr 2019)
    • CF2 Non Executive Director (24 Jul 2009 to 30 Oct 2012)
  • Martin John Burgess

    IRN MJB00129

    • CF21 Investment Adviser (1 Dec 2001 to 23 Sep 2005)
  • Martin John Cooper

    IRN MJC00117

    • CF1 Director (AR) (1 Dec 2001 to 30 Nov 2005)
    • CF21 Investment Adviser (1 Dec 2001 to 30 Nov 2005)
  • Martin Jones

    IRN MGJ00001

    • CF4 Partner (AR) (8 Dec 2003 to 26 Nov 2004)
    • CF21 Investment Adviser (8 Dec 2003 to 26 Nov 2004)
  • Martin Jones

    IRN MWJ00006

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Mar 2024)
    • CF30 Customer (1 Nov 2007 to 12 Mar 2024)
    • CF7 Sole Trader (AR) (31 Jan 2005 to 31 Jan 2007)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Martin Keith Tyler

    IRN MXT01981

    • CF1 Director (AR) (1 Nov 2022 to 3 Apr 2023)
    • SMF3 Executive Director (2 Sep 2022 to 3 Apr 2023)
    • SMF24 Chief Operations (2 Sep 2022 to 3 Apr 2023)
    • SMF2 Chief Finance (2 Sep 2022 to 3 Apr 2023)
  • Martin Leslie Shinn

    IRN MXS00137

    • CF30 Customer (23 Jul 2008 to 28 Jan 2009)
    • CF21 Investment Adviser (6 Dec 2004 to 8 Sep 2005)
  • Martin Lott

    IRN MXL00079

    • CF21 Investment Adviser (27 May 2002 to 26 Nov 2004)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 27 May 2002)
    • CF4 Partner (AR) (1 Dec 2001 to 26 Nov 2004)
  • Martin McSherry

    IRN MXM00169

    • CF1 Director (AR) (20 Dec 2007 to 25 Jun 2013)
    • CF30 Customer (1 Nov 2007 to 25 Jun 2013)
    • CF21 Investment Adviser (26 Oct 2006 to 31 Oct 2007)
    • CF7 Sole Trader (AR) (26 Oct 2006 to 31 Jan 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.