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.

  • Jamie Lee Curtis

    IRN JLC01175

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 10 Mar 2022)
  • Jamie Maximillian Travers Hutchin

    IRN JMH00006

    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 5 Dec 2001)
  • Jan Peter Robinson

    IRN JPR01094

    • CF21 Investment Adviser (28 Jun 2004 to 4 Feb 2005)
    • CF22 Investment Adviser (Trainee) (28 Mar 2003 to 28 Jun 2004)
  • Jane Marcia Atwell

    IRN JMA00020

    • CF30 Customer (1 Nov 2007 to 29 Feb 2008)
    • CF22 Investment Adviser (Trainee) (18 Dec 2006 to 31 Oct 2007)
  • Janet Rodan

    IRN JXR00221

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 7 Oct 2020)
  • Janet Taylor

    IRN JXA00045

    • CF30 Customer (1 Nov 2007 to 29 Aug 2012)
    • CF22 Investment Adviser (Trainee) (1 Feb 2007 to 31 Oct 2007)
  • Janie Helen McWilliam

    IRN JHM00017

    • CF30 Customer (21 Jun 2010 to 2 Jan 2013)
  • Jasbir Singh Chohan

    IRN JSC00032

    • CF21 Investment Adviser (9 Oct 2003 to 29 Apr 2004)
  • Jason Dennis Don Charles Vogelsang

    IRN JDV00003

    • CF30 Customer (1 Nov 2007 to 28 Dec 2011)
    • CF22 Investment Adviser (Trainee) (3 May 2007 to 31 Oct 2007)
  • Jason Peter Wintie

    IRN JPW01205

    • Responsible for Insurance Distribution (23 Dec 2022 to 30 May 2024)
    • Responsibility for MCD Intermediation (23 Dec 2022 to 30 May 2024)
    • SMF17 Money Laundering Reporting Officer (MLRO) (23 Dec 2022 to 30 May 2024)
    • SMF4 Chief Risk (23 Dec 2022 to 30 May 2024)
    • SMF16 Compliance Oversight (23 Dec 2022 to 30 May 2024)

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.