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

  Show 1 limitation Hide limitations

  • · 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

• Mark Thomas

  IRN MGT00003

  • [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 (26 Sep 2017 to 8 Dec 2019)
• Mark Thomas

  IRN MRT00029

  • [FCA CF] Client dealing (9 Dec 2019 to 13 Mar 2026)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 13 Mar 2026)
• Martin Field

  IRN MXF00062

  • [FCA CF] Manager of certification employee (9 Dec 2019 to 13 Mar 2026)
  • [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 (17 Jan 2013 to 8 Dec 2019)
• Martin Jinks

  IRN MRJ01060

  • [FCA CF] Manager of certification employee (28 Mar 2025 to 13 Mar 2026)
  • [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 (28 Mar 2012 to 8 Dec 2019)
• Martin John Lane

  IRN MJL00037

  • CF30 Customer (11 Apr 2012 to 24 Jun 2016)
• Matthew Barker

  IRN MXB13999

  • [FCA CF] Functions requiring qualifications (19 Jul 2021 to 13 Mar 2026)
  • [FCA CF] Client dealing (19 Jul 2021 to 13 Mar 2026)
• Matthew Birch

  IRN MXB03184

  • [FCA CF] Functions requiring qualifications (15 Feb 2021 to 30 Nov 2023)
  • [FCA CF] Client dealing (15 Feb 2021 to 30 Nov 2023)
• Matthew Neil Hackett

  IRN MNH01029

  • CF30 Customer (5 Oct 2010 to 30 Jan 2012)
• Michael Dennes

  IRN MXD00034

  • [FCA CF] Client dealing (9 Dec 2019 to 13 Mar 2026)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 13 Mar 2026)
• Michael Francis Boyles

  IRN MXB00229

  • [FCA CF] Client dealing (9 Dec 2019 to 13 Mar 2026)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 13 Mar 2026)
  • [FCA CF] Manager of certification employee (9 Dec 2019 to 13 Mar 2026)

No changes recorded yet.