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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Stephen Mark Rawlings
IRN SMR01069
- (1091)CF1 Director (AR) (19 Oct 2012 to 29 May 2019)
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Stephen Midwinter
IRN SPM00013
- (1943)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Feb 2024)
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Stephen Neville Coates
IRN SNC00009
- (1910)CF21 Investment Adviser (6 Mar 2006 to 5 Apr 2006)
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Stephen Oldfield
IRN SXO00018
- (2840)Appointed representative dealing with clients for which they require qualification (1 Oct 2021 to 1 Mar 2022)
- (2839)CF30 Customer (1 Oct 2021 to 1 Mar 2022)
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Stephen Patrick Hanley
IRN SPH01088
- (2693)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Sep 2023)
- (2692)CF30 Customer (18 Jan 2013 to 29 Sep 2023)
- (2694)CF1 Director (AR) (18 Jan 2013 to 29 Sep 2023)
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Stephen Patrick Thomas Mulligan
IRN SPM01162
- (1588)CF30 Customer (1 Feb 2012 to 30 Jun 2017)
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Stephen Paul Hudson
IRN SPH00030
- (2797)CF30 Customer (1 Apr 2011 to 14 Oct 2013)
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Stephen Peter Burrows
IRN SPB01180
- (3151)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 30 Sep 2021)
- (3150)CF30 Customer (17 Aug 2012 to 30 Sep 2021)
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Stephen Peter Randall
IRN SXR00094
- (2057)CF30 Customer (4 Oct 2012 to 30 Apr 2015)
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Stephen Randall Walton
IRN SRW00017
- (164)CF21 Investment Adviser (1 Dec 2001 to 3 Oct 2005)
- (165)CF7 Sole Trader (AR) (1 Dec 2001 to 3 Oct 2005)
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)