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.

  • Grenville Robert Turner

    IRN GRT00008

    • CF30 Customer (11 Jun 2013 to 21 Apr 2015)
    • CF21 Investment Adviser (17 Jul 2002 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 17 Jul 2002)
    • CF7 Sole Trader (AR) (1 Dec 2001 to 31 Jan 2007)
  • Gurdaver Ady Basi

    IRN GAB01091

    • CF30 Customer (1 Nov 2007 to 20 Jul 2011)
    • CF21 Investment Adviser (27 May 2002 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 27 May 2002)
    • CF1 Director (AR) (1 Dec 2001 to 20 Jul 2011)
  • Gurinder Singh Grewal

    IRN GSG00009

    • CF21 Investment Adviser (1 Dec 2001 to 5 Dec 2001)
  • Gweirydd Fychan Ap Gwyndaf

    IRN GFG01011

    • CF22 Investment Adviser (Trainee) (6 Jul 2005 to 17 May 2006)
  • Gwendoline Laura Howell

    IRN GLL00005

    • CF21 Investment Adviser (1 Dec 2001 to 7 Sep 2004)
    • CF4 Partner (AR) (1 Dec 2001 to 7 Sep 2004)
  • Gwyn Davies

    IRN GXD00067

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Sep 2020)
    • CF30 Customer (1 Nov 2007 to 24 Sep 2020)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
    • CF7 Sole Trader (AR) (1 Dec 2001 to 31 Jan 2007)
  • Gwyn Owen Lloyd Phillips

    IRN GXP00189

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Jan 2022)
  • Hannah Victoria Mann

    IRN HXM00118

    • Appointed representative dealing with clients for which they require qualification (15 Oct 2021 to 9 Nov 2021)
  • Harold Richard Preece

    IRN HRP00001

    • CF21 Investment Adviser (15 Oct 2003 to 18 Jun 2004)
    • CF1 Director (AR) (15 Oct 2003 to 18 Jun 2004)
  • Harvey Keith Cross

    IRN HWC00002

    • CF21 Investment Adviser (1 Dec 2001 to 30 Nov 2006)
    • CF7 Sole Trader (AR) (1 Dec 2001 to 30 Nov 2006)

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.