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

• Robert James Anderson

  IRN RJA00045

  • [FCA CF] Client dealing (9 Dec 2019 to 4 Jan 2022)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 4 Jan 2022)
  • CF30 Customer (5 Mar 2018 to 8 Dec 2019)
• Robert James Isherwood

  IRN RJI01019

  • [FCA CF] Client dealing (17 Jan 2020 to 9 Apr 2024)
  • [FCA CF] Functions requiring qualifications (17 Jan 2020 to 9 Apr 2024)
• Robert Lester

  IRN RML01085

  • [FCA CF] Functions requiring qualifications (2 May 2025 to 13 Mar 2026)
  • [FCA CF] Client dealing (2 May 2025 to 13 Mar 2026)
• Robert Whewell

  IRN RXW01668

  • [FCA CF] Client dealing (1 Sep 2021 to 13 Mar 2026)
  • [FCA CF] Functions requiring qualifications (1 Sep 2021 to 13 Mar 2026)
• Robert William Hammick

  IRN RWH00042

  • [FCA CF] Client dealing (9 Dec 2019 to 6 May 2024)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 6 May 2024)
  • CF30 Customer (4 Oct 2016 to 8 Dec 2019)
• Ronan Paul Gregory

  IRN RPG01040

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 6 Feb 2020)
  • CF30 Customer (6 Sep 2016 to 8 Dec 2019)
• Ross Hurley

  IRN RXH00778

  • [FCA CF] Client dealing (26 Sep 2024 to 13 Mar 2026)
  • [FCA CF] Functions requiring qualifications (26 Sep 2024 to 13 Mar 2026)
• Roy Masey

  IRN RXM00025

  • CF30 Customer (21 Sep 2016 to 25 Aug 2017)
• Sameena Kossar

  IRN SXK01528

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 13 Mar 2026)
  • [FCA CF] Client dealing (9 Dec 2019 to 13 Mar 2026)
  • CF30 Customer (22 Aug 2014 to 8 Dec 2019)
• Sameer Ullah

  IRN SIU00002

  • [FCA CF] Functions requiring qualifications (11 Jul 2024 to 13 Mar 2026)
  • [FCA CF] Client dealing (11 Jul 2024 to 13 Mar 2026)

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