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

• Christopher Pickles

  IRN CXP00393

  • [FCA CF] Functions requiring qualifications (28 Feb 2022 to 13 Mar 2026)
  • [FCA CF] Client dealing (28 Feb 2022 to 13 Mar 2026)
• Christopher Ward

  IRN CWW00013

  • [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 (12 Jun 2015 to 8 Dec 2019)
• Claire Michelle Owen

  IRN CMH00061

  • CF30 Customer (3 Jun 2013 to 26 Dec 2013)
• Clive Lewis

  IRN CXL00014

  • CF30 Customer (1 Nov 2007 to 5 Sep 2008)
  • CF21 Investment Adviser (17 Mar 2005 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (27 Jul 2004 to 17 Mar 2005)
• Corinna Veale

  IRN CDV01011

  • [FCA CF] Manager of certification employee (9 Dec 2019 to 13 Mar 2026)
• Craig Burridge

  IRN CXB02586

  • [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 (19 Mar 2018 to 8 Dec 2019)
• Daniel O'Connor

  IRN DXO00114

  • [FCA CF] Functions requiring qualifications (17 Jan 2022 to 13 Mar 2026)
  • [FCA CF] Client dealing (17 Jan 2022 to 13 Mar 2026)
• Darren Ross Hopkins

  IRN DRH01146

  • CF30 Customer (18 Oct 2013 to 31 Jul 2019)
• David Peel

  IRN DXP01459

  • [FCA CF] Client dealing (29 Aug 2023 to 13 Mar 2026)
  • [FCA CF] Functions requiring qualifications (29 Aug 2023 to 13 Mar 2026)
• Dayna Joseph

  IRN DXJ01510

  • [FCA CF] Client dealing (19 May 2025 to 13 Mar 2026)
  • [FCA CF] Functions requiring qualifications (19 May 2025 to 13 Mar 2026)

No changes recorded yet.