Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
c/o Edward Boyle and Robert Spence both of Interpath Advisory10 Fleet PlaceLondonEC4M 7RBUNITED KINGDOM- Phone
- +4402039892800
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Complaints Contact
c/o Edward Boyle and Robert Spence both of Interpath Advisory10 Fleet PlaceLondonEC4M 7RBUNITED KINGDOM- Phone
- +4402039892800
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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P2P Lending Advice
For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional
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Pension Transfer Advice
For Retail (Investment), Professional, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Personal pension scheme
Show 1 limitation Hide limitations
- · 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.
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Equity Release Advice
For Customer, Home reversion plans
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Investment Advice (no pensions)
For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Structured Deposits, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), Non-investment insurance contracts, Personal pension scheme
Show 1 limitation Hide limitations
- · 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.
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
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Equity Release Arranging
For Customer, Home reversion plans
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Arranges Investments
For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Structured Deposits, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), Non-investment insurance contracts, Personal pension scheme
Show 1 limitation Hide limitations
- · 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.
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Insurance Admin
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
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Credit Brokering
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Stockbroking
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
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Debt Negotiation
Show 1 limitation Hide limitations
- · This permission is limited to debt adjusting with no debt management activity
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Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
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Consumer Loans
Show 1 limitation Hide limitations
- · 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.
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Equity Release Setup
For Customer, Home reversion plans
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Mortgage Setup
For Customer, Regulated mortgage contract
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Investment Setup
For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional, Structured Deposits, Share, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Life Policy, Stakeholder pension scheme, Rights to or interests in investments (Security), Rights to or interests in investments (Contractually Based Investments), Non-investment insurance contracts, Personal pension scheme
Show 1 limitation Hide limitations
- · 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.
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Credit Score Services
Show 1 limitation Hide limitations
- · Limited to the provision of credit information services with no credit repair (as defined by 89A(3)(c) & (d) Regulated Activities Order
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Mohammed Wakkas Iqbal
IRN MWI00003
- (1014)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 24 May 2002)
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Moira Bain
IRN MXB00051
- (213)CF21 Investment Adviser (1 Dec 2001 to 23 Dec 2003)
- (214)CF1 Director (AR) (1 Dec 2001 to 23 Dec 2003)
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Mona Taha Awad
IRN MTA01037
- (940)CF30 Customer (19 May 2014 to 9 Jun 2014)
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Murray Grant West
IRN MGW00015
- (3288)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Mar 2022)
- (3286)CF30 Customer (1 Nov 2007 to 4 Mar 2022)
- (3289)CF1 Director (AR) (6 Mar 2006 to 4 Mar 2022)
- (3287)CF21 Investment Adviser (6 Mar 2006 to 31 Oct 2007)
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Murtaza Imran Ashraf
IRN MIA01033
- (2967)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Nov 2021)
- (2966)CF30 Customer (10 Sep 2015 to 3 Nov 2021)
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Mustafa Adem Fuad
IRN MXF00229
- (2268)Appointed representative dealing with clients for which they require qualification (21 Aug 2020 to 3 Feb 2024)
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Naomi King
IRN NXK82226
- (1614)Appointed representative dealing with clients for which they require qualification (3 Mar 2022 to 8 Apr 2024)
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Narendrakumar Ghelabhai Naik
IRN NGW00002
- (2306)CF1 Director (AR) (1 Oct 2014 to 8 Sep 2016)
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Natasha Clare Etherton
IRN NCE01018
- (2286)CF30 Customer (2 Jul 2015 to 31 Jul 2017)
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Natasha Francesca Mary Midgley
IRN NFO01000
- (449)CF30 Customer (31 Mar 2015 to 30 May 2018)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Sean Narey Financial Planning Ltd (no longer appointed)
FRN 627637 · Appointed 7 Jul 2014 · Until 5 Dec 2022
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Nolan Andrews Wealth Management Ltd (no longer appointed)
FRN 618508 · Appointed 26 Mar 2014 · Until 25 Jan 2024
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Martin Sloss Financial Planning Limited (no longer appointed)
FRN 615322 · Appointed 4 Feb 2014 · Until 23 Jan 2024
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Robinson Financial Solutions Ltd (no longer appointed)
FRN 613129 · Appointed 13 Jan 2014 · Until 15 Sep 2022
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Oak Financial Solutions Ltd (no longer appointed)
FRN 612486 · Appointed 31 Dec 2013 · Until 9 Feb 2024
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Double H Financial Services Limited (no longer appointed)
FRN 550911 · Appointed 15 Nov 2013 · Until 5 Oct 2022
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Companion Financial Planning LLP (no longer appointed)
FRN 608982 · Appointed 16 Oct 2013 · Until 21 Sep 2015
Recent activity
Updates to this firm's record on the FCA register.
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trading name added: Property Options Financial Services
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trading name added: Interdependence
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trading name added: Interdependence Limited
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permission removed: CBTL Effective Date
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permission removed: CBTL Status
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controlled function added: (4353)CF1 Director (AR)
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controlled function added: (4352)CF21 Investment Adviser
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controlled function added: (4351)CF1 Director (AR)
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controlled function added: (4350)CF1 Director (AR)
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controlled function added: (4349)CF1 Director (AR)