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.

  • John Mark Leveson

    IRN JML01101

    • CF1 Director (AR) (19 Feb 2002 to 2 Dec 2014)
  • John Marshal Peniston

    IRN JMP00038

    • CF1 Director (AR) (1 Dec 2001 to 26 Jan 2007)
    • CF21 Investment Adviser (1 Dec 2001 to 21 Dec 2006)
  • John Michael Arrowsmith

    IRN JMA00026

    • CF21 Investment Adviser (12 Feb 2003 to 31 Jan 2005)
  • John Michael Booth

    IRN JMB00070

    • CF21 Investment Adviser (1 Dec 2001 to 19 Dec 2005)
    • CF7 Sole Trader (AR) (1 Dec 2001 to 19 Dec 2005)
  • John Michael Moss

    IRN JMM00089

    • CF30 Customer (30 Apr 2009 to 28 Aug 2009)
  • John Michael Whitehouse

    IRN JMW00042

    • CF21 Investment Adviser (1 Dec 2001 to 16 Nov 2004)
  • John Nicholas Robinson

    IRN JNR00007

    • CF30 Customer (26 Mar 2008 to 14 Sep 2011)
  • John Norman Bayliss

    IRN JNB00004

    • CF30 Customer (1 Nov 2007 to 30 Jun 2009)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
    • CF4 Partner (AR) (1 Dec 2001 to 17 Feb 2010)
  • John Paul Connelly

    IRN JPC00017

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 May 2022)
    • CF30 Customer (1 Nov 2007 to 4 May 2022)
    • CF7 Sole Trader (AR) (1 Dec 2001 to 31 Jan 2007)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • John Paul Duckworth

    IRN JPD00039

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Feb 2024)
    • CF30 Customer (1 Nov 2007 to 28 Feb 2024)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
    • CF7 Sole Trader (AR) (1 Dec 2001 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.