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.

  • Patrick Hugh Jolly

    IRN PHJ00004

    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 13 Dec 2001)
  • Patrick James Walsh

    IRN PJW00058

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Jan 2024)
    • CF1 Director (AR) (7 Sep 2017 to 23 Jan 2024)
    • CF30 Customer (1 Nov 2007 to 23 Jan 2024)
    • CF4 Partner (AR) (11 Jul 2007 to 11 Sep 2017)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
    • CF7 Sole Trader (AR) (1 Dec 2001 to 31 Jan 2007)
  • Patrick John Hocart Tooley

    IRN PJT01173

    • CF30 Customer (11 Jun 2012 to 11 Jan 2018)
  • Patrick Joseph O'Doherty

    IRN PJO00021

    • CF30 Customer (1 Nov 2007 to 3 Mar 2016)
    • CF21 Investment Adviser (14 May 2004 to 31 Oct 2007)
  • Patrick Lawrence Clarke

    IRN PLC00012

    • CF30 Customer (1 Nov 2007 to 12 Dec 2011)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
    • CF7 Sole Trader (AR) (1 Dec 2001 to 31 Jan 2007)
  • Patrick Nicholas Finney

    IRN PNF00008

    • CF21 Investment Adviser (27 May 2002 to 30 Nov 2005)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 27 May 2002)
  • Patrick O'Leary

    IRN PAO00003

    • [FCA CF] Significant management (4 Dec 2020 to 1 Oct 2021)
  • Patrick Paul Anthony Murphy

    IRN PPM00007

    • CF7 Sole Trader (AR) (25 Jul 2002 to 9 Jun 2004)
    • CF21 Investment Adviser (1 Dec 2001 to 9 Jun 2004)
  • Paul Andrew Payne

    IRN PAP00014

    • CF30 Customer (17 Apr 2013 to 30 Sep 2016)
  • Paul Anthony Brereton

    IRN PAB00071

    • CF7 Sole Trader (AR) (1 Dec 2001 to 18 Mar 2004)
    • CF21 Investment Adviser (1 Dec 2001 to 18 Mar 2004)

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.