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.

  • Alfred Barrington Meeks

    IRN ABM01054

    • CF2 Non Executive Director (10 Dec 2012 to 8 Dec 2019)
  • Algis James Vasis

    IRN AJV00006

    • CF30 Customer (1 Nov 2007 to 13 Sep 2011)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
    • CF7 Sole Trader (AR) (1 Dec 2001 to 31 Jan 2007)
  • Alison Jane Cooke

    IRN AJC00092

    • CF4 Partner (AR) (1 Dec 2001 to 15 Jan 2024)
  • Alison Jane McLaren

    IRN AJM01604

    • CF4 Partner (AR) (14 Dec 2007 to 14 Dec 2009)
  • Alison Lovie Young Henderson

    IRN ALH01052

    • CF30 Customer (1 Nov 2007 to 30 Nov 2007)
    • CF21 Investment Adviser (4 Dec 2006 to 31 Oct 2007)
  • Alistair Blyth

    IRN AJB00136

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Dec 2023)
    • CF30 Customer (1 Nov 2007 to 12 Dec 2023)
    • CF1 Director (AR) (26 Apr 2004 to 12 Dec 2023)
    • CF21 Investment Adviser (26 Apr 2004 to 31 Oct 2007)
  • Allan Ball

    IRN AXB00051

    • CF30 Customer (1 Nov 2007 to 28 Dec 2012)
    • CF21 Investment Adviser (21 Jul 2005 to 31 Oct 2007)
  • Allan Heggs

    IRN AJH00013

    • CF30 Customer (14 Nov 2011 to 28 Dec 2012)
  • Allan Jones

    IRN JAJ00013

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Feb 2024)
    • CF30 Customer (1 Nov 2007 to 28 Dec 2012)
    • CF7 Sole Trader (AR) (17 Aug 2005 to 31 Jan 2007)
    • CF21 Investment Adviser (11 Jul 2002 to 31 Oct 2007)
    • CF4 Partner (AR) (21 Jan 2002 to 17 Aug 2005)
    • CF22 Investment Adviser (Trainee) (1 Jan 2002 to 11 Jul 2002)
  • Allen David Heath

    IRN ADH00030

    • CF1 Director (AR) (1 Dec 2001 to 11 Jun 2008)
    • CF21 Investment Adviser (1 Dec 2001 to 23 Dec 2005)

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.