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

• Calvin Lister

  IRN CJL00024

  • [FCA CF] Functions requiring qualifications (7 Dec 2020 to 13 Mar 2026)
  • [FCA CF] Client dealing (7 Dec 2020 to 13 Mar 2026)
• Carl Aidan Beasley

  IRN CAB00083

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 9 Jun 2020)
  • CF30 Customer (12 Nov 2012 to 8 Dec 2019)
• Carl Anthony O'Connell

  IRN CAO00010

  • CF30 Customer (1 Nov 2007 to 30 Sep 2008)
  • CF21 Investment Adviser (27 Oct 2005 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (8 Sep 2004 to 27 Oct 2005)
• Cathleen Glen Williamson

  IRN CGW01036

  • [FCA CF] Functions requiring qualifications (7 Dec 2020 to 31 Jan 2023)
  • [FCA CF] Client dealing (7 Dec 2020 to 31 Jan 2023)
• Charlene Love

  IRN CXL01747

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

  IRN CJA01119

  • [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 Mar 2015 to 8 Dec 2019)
• Christopher Eames

  IRN CME01049

  • [FCA CF] Functions requiring qualifications (7 Dec 2023 to 13 Mar 2026)
  • [FCA CF] Client dealing (7 Dec 2023 to 13 Mar 2026)
• Christopher Hall

  IRN CJH00046

  • [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)
  • CF30 Customer (11 Jul 2018 to 8 Dec 2019)
• Christopher John Partington

  IRN CJP00013

  • [FCA CF] Manager of certification employee (2 Mar 2020 to 9 Mar 2025)
• Christopher Peter Lucas

  IRN CPL01043

  • CF30 Customer (1 Apr 2010 to 4 Aug 2013)

No changes recorded yet.