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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Soterakis Soteriou
IRN SSS00001
- (1023)CF21 Investment Adviser (2 Aug 2004 to 6 Aug 2007)
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Stanley Martyn Bailey
IRN SMB00019
- (4032)CF1 Director (AR) (7 May 2014 to 1 Aug 2016)
- (4031)CF4 Partner (AR) (6 Apr 2011 to 1 Aug 2016)
- (4030)CF30 Customer (31 Mar 2011 to 1 Aug 2016)
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Stavros George Koulloupas
IRN GXK01321
- (2470)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Jun 2023)
- (2471)CF1 Director (AR) (10 Jan 2019 to 23 Jun 2023)
- (2469)CF30 Customer (16 Dec 2016 to 23 Jun 2023)
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Stefano Emilio Filopei
IRN SXF00131
- (2602)Appointed representative dealing with clients for which they require qualification (23 Jan 2024 to 5 Jun 2024)
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Stephanie Mei Ling Walker
IRN SXW15147
- (4094)Appointed representative dealing with clients for which they require qualification (30 Jun 2020 to 3 Feb 2024)
- (4093)CF30 Customer (12 Jun 2020 to 24 Sep 2021)
- (4095)CF1 Director (AR) (12 Jun 2020 to 3 Feb 2024)
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Stephen Alan Boyle
IRN SAB00042
- (1444)CF1 Director (AR) (13 Jul 2010 to 27 Jan 2022)
- (1443)CF30 Customer (13 Jul 2010 to 2 May 2012)
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Stephen Allan Branfield
IRN SAB01256
- (231)CF1 Director (AR) (6 Mar 2006 to 20 Aug 2008)
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Stephen Andrew Fridlington
IRN SAF01107
- (1164)CF1 Director (AR) (6 Jun 2007 to 30 Nov 2007)
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Stephen Andrew Harwood-Gray
IRN SAH01189
- (3244)CF1 Director (AR) (31 Aug 2012 to 31 Mar 2017)
- (3243)CF30 Customer (31 Aug 2012 to 31 Mar 2017)
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Stephen Andrew Riseley
IRN SXR00091
- (3538)CF21 Investment Adviser (12 Jun 2002 to 1 Sep 2003)
- (3537)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 12 Jun 2002)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Blue Arrow Financial Services Ltd (no longer appointed)
FRN 220082 · Appointed 25 Jan 2008 · Until 16 Aug 2012
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Leeds Financial Services (Overseas) Ltd (no longer appointed)
FRN 463409 · Appointed 2 Feb 2007 · Until 8 Jul 2009
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Stag Financial Management (no longer appointed)
FRN 462293 · Appointed 9 Jan 2007 · Until 31 Jul 2017
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Dexterity Financial Services Ltd (no longer appointed)
FRN 459098 · Appointed 26 Oct 2006 · Until 30 Nov 2007
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Boston Financial Services (no longer appointed)
FRN 458108 · Appointed 4 Oct 2006 · Until 22 Dec 2009
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AW THomas Financial Services (no longer appointed)
FRN 457260 · Appointed 14 Sep 2006 · Until 1 Aug 2014
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Weston Financial Partnership Ltd (no longer appointed)
FRN 456913 · Appointed 7 Sep 2006 · Until 22 Jun 2009
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)