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.

  • Graham James Charles Perry

    IRN GJP00004

    • CF30 Customer (1 Nov 2007 to 27 Sep 2019)
    • CF7 Sole Trader (AR) (5 Jan 2004 to 31 Jan 2007)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Graham Leslie Miles

    IRN GLM00014

    • CF22 Investment Adviser (Trainee) (12 Sep 2005 to 20 Oct 2006)
  • Graham Morton

    IRN GCM01057

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Jan 2023)
    • CF30 Customer (1 Nov 2007 to 3 Jan 2023)
    • CF7 Sole Trader (AR) (25 Jun 2004 to 31 Jan 2007)
    • CF21 Investment Adviser (25 Jun 2004 to 31 Oct 2007)
  • Graham Peter Ogston

    IRN GPO00008

    • CF30 Customer (1 Nov 2007 to 30 Nov 2007)
    • CF1 Director (AR) (14 Jan 2004 to 30 Nov 2007)
    • CF4 Partner (AR) (1 Dec 2001 to 14 Jan 2004)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Graham Rayment

    IRN GXR00054

    • CF21 Investment Adviser (1 Dec 2001 to 18 Mar 2002)
  • Graham Stuart Spinks

    IRN GSS00016

    • CF30 Customer (24 Nov 2011 to 31 Jan 2014)
  • Graham William Cooper

    IRN GWC00004

    • CF21 Investment Adviser (1 Dec 2001 to 17 Jul 2002)
  • Grant Phillips

    IRN GXP00039

    • CF30 Customer (1 Nov 2007 to 21 Sep 2010)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Grant Raymond Hazard

    IRN GRH00028

    • CF21 Investment Adviser (1 Dec 2001 to 6 Dec 2002)
  • Greig Alexander Barker McGarvie

    IRN GAM01102

    • CF30 Customer (1 Nov 2007 to 15 Jun 2009)
    • CF21 Investment Adviser (25 Jan 2007 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.