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.

  • David Griffiths

    IRN DAG00036

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 17 Jan 2024)
    • CF30 Customer (1 Nov 2007 to 17 Jan 2024)
    • CF7 Sole Trader (AR) (1 Dec 2001 to 31 Jan 2007)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • David Henderson

    IRN DXH00161

    • CF30 Customer (1 Nov 2007 to 30 Nov 2007)
    • CF21 Investment Adviser (8 Feb 2005 to 31 Oct 2007)
  • David Holdsworth

    IRN DXH00160

    • CF21 Investment Adviser (1 Dec 2001 to 30 Nov 2006)
    • CF7 Sole Trader (AR) (1 Dec 2001 to 30 Nov 2006)
  • David Hubert Morley

    IRN DHM00003

    • CF21 Investment Adviser (26 Oct 2005 to 30 Nov 2005)
  • David Ian Foreman

    IRN DIF00002

    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 17 Jan 2002)
  • David Ian Hurst

    IRN DIH00003

    • CF1 Director (AR) (1 Dec 2001 to 23 Feb 2010)
  • David Ian Room

    IRN DIR00010

    • CF30 Customer (1 Nov 2007 to 30 Sep 2011)
    • CF1 Director (AR) (1 Dec 2001 to 12 Mar 2003)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • David Ivor Ramsden

    IRN DXR01348

    • CF21 Investment Adviser (25 Mar 2003 to 27 May 2005)
  • David James Heywood

    IRN DJH00063

    • CF21 Investment Adviser (27 May 2002 to 15 Dec 2003)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 27 May 2002)
  • David James Wheildon

    IRN DJW00081

    • CF30 Customer (1 Nov 2007 to 30 Sep 2016)
    • CF1 Director (AR) (1 Dec 2001 to 30 Sep 2016)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 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.