Addresses
The contact details this firm has registered with the FCA.
-
Principal Place of Business
c/o Edward Boyle and Robert Spence both of Interpath Advisory10 Fleet PlaceLondonEC4M 7RBUNITED KINGDOM- Phone
- +4402039892800
-
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.
-
Buy-to-Let Mortgage Advice
-
Buy-to-Let Mortgage Arranging
-
P2P Lending Advice
For Retail (Non-Investment Insurance), Commercial, Retail (Investment), Professional
-
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.
-
Equity Release Advice
For Customer, Home reversion plans
-
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.
-
Mortgage Advice
For Customer, Regulated mortgage contract
-
Authorised to Operate
-
Equity Release Arranging
For Customer, Home reversion plans
-
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.
-
Mortgage Arranging
For Customer, Regulated mortgage contract
-
Insurance Admin
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
-
Credit Brokering
-
Stockbroking
For Retail (Non-Investment Insurance), Commercial, Non-investment insurance contracts
-
Debt Negotiation
Show 1 limitation Hide limitations
- · This permission is limited to debt adjusting with no debt management activity
-
Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
-
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.
-
Equity Release Setup
For Customer, Home reversion plans
-
Mortgage Setup
For Customer, Regulated mortgage contract
-
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.
-
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.
-
Stewart David Brooke
IRN SDB00016
- (2047)CF30 Customer (1 Nov 2007 to 11 Mar 2020)
- (2048)CF21 Investment Adviser (6 Mar 2006 to 31 Oct 2007)
- (2049)CF4 Partner (AR) (6 Mar 2006 to 11 Mar 2020)
-
Stewart James Hood
IRN SJH01521
- (1372)Appointed representative dealing with clients for which they require qualification (29 Apr 2020 to 30 Jun 2022)
- (1371)CF30 Customer (24 Apr 2020 to 30 Jun 2022)
-
Stewart McNeill
IRN SXM00030
- (3448)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 4 Aug 2020)
- (3447)CF30 Customer (10 Nov 2015 to 4 Aug 2020)
- (3449)CF1 Director (AR) (10 Nov 2015 to 4 Aug 2020)
-
Stuart Airley
IRN SXA00367
- (2261)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Mar 2024)
-
Stuart Alan Foulkes
IRN SAF01088
- (3291)CF1 Director (AR) (28 Apr 2016 to 18 Jul 2019)
- (3290)CF30 Customer (28 Apr 2016 to 18 Jul 2019)
-
Stuart Andrew Maley
IRN SAM00102
- (1172)CF30 Customer (1 Nov 2007 to 29 Mar 2018)
- (1174)CF21 Investment Adviser (25 Apr 2007 to 31 Oct 2007)
- (1173)CF22 Investment Adviser (Trainee) (6 Mar 2006 to 25 Apr 2007)
-
Stuart Anthony Gayer
IRN SAG00011
- (1756)CF30 Customer (1 Nov 2007 to 28 Sep 2020)
- (1757)CF21 Investment Adviser (27 Jul 2004 to 31 Oct 2007)
-
Stuart Bourne
IRN SPB01111
- (2841)CF21 Investment Adviser (6 Mar 2006 to 5 Apr 2006)
-
Stuart Byron Salisbury
IRN SBS01034
- (3217)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 21 Sep 2021)
- (3215)CF30 Customer (1 Nov 2007 to 20 Aug 2010)
- (3216)CF22 Investment Adviser (Trainee) (6 Sep 2006 to 31 Oct 2007)
-
Stuart Clarke
IRN SXC00053
- (3940)CF21 Investment Adviser (1 Dec 2001 to 30 Nov 2006)
- (3941)CF1 Director (AR) (1 Dec 2001 to 30 Nov 2006)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
Haven Independent Financial Advisers Limited (278) (no longer appointed)
FRN 191424 · Appointed 6 Mar 2006 · Until 28 Mar 2006
-
HC Financial Services Limited (no longer appointed)
FRN 440019 · Appointed 6 Mar 2006 · Until 19 Aug 2008
-
Henden Hill & Associates Ltd (no longer appointed)
FRN 228768 · Appointed 6 Mar 2006 · Until 16 Mar 2012
-
Hermitage Financial Management (no longer appointed)
FRN 173341 · Appointed 6 Mar 2006 · Until 23 Aug 2006
-
Highgrove Financial Solutions Limited (no longer appointed)
FRN 165816 · Appointed 6 Mar 2006 · Until 21 Mar 2006
-
Holborn Asset Management (148) (no longer appointed)
FRN 177651 · Appointed 6 Mar 2006 · Until 31 Aug 2023
-
HORIZON FINANCIAL MANAGEMENT LTD (no longer appointed)
FRN 424740 · Appointed 6 Mar 2006 · Until 19 Jan 2024
-
Hull Matthewson Phillips Financial Services Limited (317) (no longer appointed)
FRN 192103 · Appointed 6 Mar 2006 · Until 19 Aug 2008
Recent activity
Updates to this firm's record on the FCA register.
-
trading name added: Property Options Financial Services
-
trading name added: Interdependence
-
trading name added: Interdependence Limited
-
permission removed: CBTL Effective Date
-
permission removed: CBTL Status
-
controlled function added: (4353)CF1 Director (AR)
-
controlled function added: (4352)CF21 Investment Adviser
-
controlled function added: (4351)CF1 Director (AR)
-
controlled function added: (4350)CF1 Director (AR)
-
controlled function added: (4349)CF1 Director (AR)