TAVISTOCK PARTNERS (UK) LTD

• Principal Place of Business

  1 Queens Square

  Ascot Business Park

  Lyndhurst Road

  Ascot

  SL5 9FE

  UNITED KINGDOM

  Phone

  +4401753867000

  Web

  https://www.tavistockinvestments.com

• Complaints Contact

  1 Queens Square

  Ascot Business Park

  Lyndhurst Road

  Ascot

  SL5 9FE

  UNITED KINGDOM

  Phone

  +4401753867000

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• P2P Lending Advice

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

• Pension Transfer Advice

  For Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

  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 Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  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

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Equity Release Arranging

  For Customer, Home reversion plans

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  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 Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Stockbroking

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Non-investment insurance contracts, Structured Deposits

• Debt Advice

  Show 1 limitation Hide limitations

  • · This permission is limited to debt counselling with no debt management activity

• Equity Release Setup

  For Customer, Home reversion plans

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  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

  • · This permission is limited to not carrying out credit repair services

• John Shicena Armitage

  IRN JSA01085

  • CF30 Customer (20 Nov 2017 to 18 Mar 2019)
• Jonathan Charles Dear

  IRN JCD01117

  • Responsible for Insurance Distribution (1 Oct 2018 to 31 Oct 2018)
  • Responsibility for MCD Intermediation (14 Sep 2017 to 31 Oct 2018)
  • Responsible for Insurance Mediation (14 Sep 2017 to 30 Sep 2018)
  • CF1 Director (3 Oct 2016 to 31 Oct 2018)
  • CF3 Chief Executive (3 Oct 2016 to 31 Oct 2018)
• Jonathan Lowe

  IRN JDL01051

  • [FCA CF] Client dealing (9 Dec 2019 to 13 Mar 2026)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 13 Mar 2026)
  • CF30 Customer (16 Jul 2013 to 8 Dec 2019)
• Joseph King

  IRN JXK00787

  • [FCA CF] Functions requiring qualifications (10 Apr 2025 to 13 Mar 2026)
  • [FCA CF] Client dealing (10 Apr 2025 to 13 Mar 2026)
• Joshua Marshall

  IRN JXM46767

  • [FCA CF] Client dealing (29 Nov 2024 to 13 Mar 2026)
  • [FCA CF] Functions requiring qualifications (29 Nov 2024 to 13 Mar 2026)
• Julian Berry

  IRN JFB00021

  • CF30 Customer (26 Feb 2018 to 6 Jan 2019)
• Julian Ralph Powell

  IRN JRP01113

  • CF30 Customer (1 Nov 2007 to 28 Dec 2012)
  • CF21 Investment Adviser (11 Nov 2005 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (12 May 2005 to 11 Nov 2005)
• Karen Jane Turner

  IRN KJT01050

  • [FCA CF] Manager of certification employee (9 Dec 2019 to 31 Mar 2021)
• Keith Harris

  IRN KXH00033

  • CF30 Customer (1 Nov 2007 to 25 Oct 2013)
  • CF21 Investment Adviser (7 Jul 2006 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (16 Jan 2006 to 7 Jul 2006)
• Kevin Anthony Hamblin

  IRN KAH01065

  • [FCA CF] Client dealing (9 Dec 2019 to 1 Mar 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Mar 2024)
  • CF30 Customer (2 Mar 2017 to 8 Dec 2019)

No changes recorded yet.