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
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- · 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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Sanjay Manubhai Gohil
IRN SMG00025
- (2494)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Jun 2021)
- (2495)CF1 Director (AR) (18 Dec 2014 to 24 Jun 2021)
- (2493)CF30 Customer (18 Dec 2014 to 24 Jun 2021)
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Sanjiv Karia
IRN SXK01543
- (1229)CF1 Director (AR) (11 Sep 2015 to 31 Jul 2017)
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Sara Elizabeth Turner
IRN SET00017
- (1160)CF4 Partner (AR) (12 Jun 2009 to 26 Nov 2013)
- (1161)CF1 Director (AR) (16 Mar 2007 to 2 Jun 2009)
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Sara Haworth
IRN SSF01005
- (2089)[FCA CF] Significant management (29 Apr 2021 to 4 May 2023)
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Sara Jane Henderson
IRN SJH01451
- (1521)CF1 Director (AR) (18 Dec 2007 to 15 Jun 2023)
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Sara Jayne Gibson
IRN SJG00001
- (2096)[FCA CF] Functions requiring qualifications (30 Mar 2020 to 24 Nov 2020)
- (2095)[FCA CF] Client dealing (30 Mar 2020 to 24 Nov 2020)
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Sara Louise Mortimer
IRN SLL00020
- (2778)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 Sep 2020)
- (2777)CF30 Customer (10 Jun 2015 to 28 Sep 2020)
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Sara Swirles
IRN SXS00463
- (2180)Appointed representative dealing with clients for which they require qualification (15 Nov 2023 to 5 Jun 2024)
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Sarah Elaine Hope
IRN SEH00026
- (1860)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 1 Sep 2023)
- (1859)CF30 Customer (23 Apr 2015 to 31 Aug 2023)
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Sarah Elizabeth Pullan
IRN SEP01026
- (1078)CF2 Non Executive Director (1 Dec 2001 to 21 Mar 2003)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Lothbury Wealth Management Limited (no longer appointed)
FRN 512199 · Appointed 11 Nov 2009 · Until 31 Mar 2024
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Capital Planning Partners Ltd (no longer appointed)
FRN 505434 · Appointed 21 Aug 2009 · Until 11 Sep 2012
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Weston Financial Management Ltd (no longer appointed)
FRN 502949 · Appointed 29 Jun 2009 · Until 1 Sep 2009
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Premier Financial Planning UK Ltd (no longer appointed)
FRN 488987 · Appointed 17 Sep 2008 · Until 30 Sep 2010
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Premier Financial Planning (Cheadle) Limited (no longer appointed)
FRN 488845 · Appointed 15 Sep 2008 · Until 18 Jan 2024
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Trevor A Thompson Independent Mortgage & Financial Adviser (no longer appointed)
FRN 487741 · Appointed 18 Aug 2008 · Until 4 Jan 2011
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Michael Meese and Associates (no longer appointed)
FRN 486331 · Appointed 21 Jul 2008 · Until 30 Sep 2014
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)