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.

  • Andrew Staveley

    IRN AGS00025

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 5 May 2021)
    • CF30 Customer (20 Sep 2013 to 5 May 2021)
  • Andrew Steven Forster

    IRN ASF00007

    • CF21 Investment Adviser (28 Oct 2002 to 10 Nov 2005)
    • CF22 Investment Adviser (Trainee) (30 Apr 2002 to 28 Oct 2002)
  • Andrew Sutherland Nairn

    IRN ASN00006

    • CF21 Investment Adviser (17 Jul 2003 to 24 Oct 2003)
  • Andrew Thomas Jones

    IRN ATJ01018

    • CF1 Director (AR) (28 Nov 2007 to 23 Feb 2009)
    • CF30 Customer (28 Nov 2007 to 23 Feb 2009)
  • Andrew Torquil John Traill

    IRN ATT00002

    • CF30 Customer (1 Nov 2007 to 30 Nov 2011)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
    • CF7 Sole Trader (AR) (1 Dec 2001 to 31 Jan 2007)
  • Andrew Walton Briggs

    IRN AWB00025

    • CF30 Customer (1 Nov 2007 to 31 Dec 2012)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
    • CF7 Sole Trader (AR) (1 Dec 2001 to 31 Jan 2007)
  • Andrew Whitby

    IRN AXW01609

    • CF1 Director (AR) (1 Feb 2005 to 28 Nov 2005)
  • Andrew William Baker

    IRN AWB00014

    • CF30 Customer (1 Nov 2007 to 18 Jul 2014)
    • CF1 Director (AR) (5 Dec 2002 to 22 Nov 2011)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Angela McGhee

    IRN AXM00390

    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 28 Jun 2002)
  • Angelina Fleming

    IRN AXF01453

    • CF24 Pension Transfer Specialist (11 Dec 2006 to 4 May 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.