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.

  • Richard Fletcher

    IRN RXF12358

    • Responsibility for MCD Intermediation (6 Jun 2023 to 9 Sep 2024)
    • SMF3 Executive Director (6 Jun 2023 to 9 Sep 2024)
    • Responsible for Insurance Distribution (6 Jun 2023 to 9 Sep 2024)
    • [FCA CF] Significant management (9 Dec 2019 to 30 Jun 2023)
    • CF1 Director (29 May 2019 to 1 Sep 2019)
  • Richard Francis Maycock

    IRN RFM00002

    • CF4 Partner (AR) (1 Dec 2001 to 20 Apr 2007)
    • CF21 Investment Adviser (1 Dec 2001 to 20 Apr 2007)
  • Richard Hanson

    IRN RXH00372

    • Appointed representative dealing with clients for which they require qualification (23 Sep 2020 to 2 May 2023)
  • Richard Herbert Howard

    IRN RHH00008

    • CF30 Customer (1 Nov 2007 to 30 Nov 2007)
    • CF1 Director (AR) (4 Dec 2006 to 30 Nov 2007)
    • CF21 Investment Adviser (2 May 2002 to 31 Oct 2007)
    • CF7 Sole Trader (AR) (2 May 2002 to 4 Dec 2006)
  • Richard Ian Greenwood

    IRN RIG01025

    • CF30 Customer (15 Mar 2016 to 8 Jan 2018)
  • Richard John Craven

    IRN RJC00099

    • CF21 Investment Adviser (26 Oct 2005 to 30 Nov 2005)
  • Richard Keith Davis

    IRN RKD01039

    • CF11 Money Laundering Reporting (6 Apr 2018 to 10 Jun 2019)
  • Richard Keith Harrison

    IRN RKH00011

    • CF30 Customer (1 Nov 2007 to 10 Nov 2015)
    • CF21 Investment Adviser (13 Jan 2006 to 31 Oct 2007)
  • Richard Kendall

    IRN RXK01160

    • CF4 Partner (AR) (7 Feb 2002 to 19 Apr 2023)
  • Richard Leslie Challis

    IRN RLC00004

    • CF30 Customer (1 Nov 2007 to 30 Dec 2011)
    • CF21 Investment Adviser (8 Sep 2004 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.