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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Steven Albert Brown
IRN SAB00062
- (511)CF30 Customer (1 Nov 2007 to 5 Sep 2011)
- (513)CF7 Sole Trader (AR) (18 May 2004 to 31 Jan 2007)
- (512)CF21 Investment Adviser (18 May 2004 to 31 Oct 2007)
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Steven Andrew Winter
IRN SAW01155
- (527)CF1 Director (AR) (6 Mar 2006 to 31 Aug 2007)
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Steven Christian Lennon
IRN SCL01062
- (1442)CF1 Director (AR) (6 Sep 2012 to 28 Mar 2024)
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Steven Davidson
IRN SXD00027
- (2139)CF30 Customer (17 Jul 2020 to 10 Nov 2020)
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Steven Edward Humphries
IRN SEH00036
- (2898)CF1 Director (AR) (25 Apr 2018 to 5 Dec 2022)
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Steven Gary Clarke
IRN SGC01057
- (2828)CF22 Investment Adviser (Trainee) (9 Feb 2006 to 6 Aug 2007)
- (2829)CF21 Investment Adviser (22 Nov 2005 to 8 Feb 2006)
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Steven George Clark
IRN SGC00008
- (916)CF22 Investment Adviser (Trainee) (1 Dec 2001 to 27 May 2002)
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Steven Grant Murray
IRN SGM01111
- (4269)CF2 Non Executive Director (5 Sep 2018 to 8 Dec 2019)
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Steven James Bateman
IRN SJB01496
- (57)CF30 Customer (8 Mar 2011 to 15 Dec 2011)
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Steven James Pryer
IRN SJP01193
- (1024)CF21 Investment Adviser (1 Dec 2001 to 27 Jun 2002)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Fielding Financial Planning Ltd (no longer appointed)
FRN 228574 · Appointed 6 Mar 2006 · Until 22 Aug 2023
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Fox and Co Financial Management (no longer appointed)
FRN 164941 · Appointed 6 Mar 2006 · Until 25 Aug 2006
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Fox Whittle Financial Management Limited (no longer appointed)
FRN 192215 · Appointed 6 Mar 2006 · Until 6 Jul 2006
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Francis Financial Services Limited (no longer appointed)
FRN 196656 · Appointed 6 Mar 2006 · Until 1 Aug 2017
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Franklin Associates Limited (no longer appointed)
FRN 188304 · Appointed 6 Mar 2006 · Until 19 Jun 2015
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Fraxson Independent Financial Services (UK) Ltd (434) (no longer appointed)
FRN 196528 · Appointed 6 Mar 2006 · Until 20 Dec 2011
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G.M.T Financial Solutions Limited (no longer appointed)
FRN 225371 · Appointed 6 Mar 2006 · Until 30 Nov 2006
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)