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

• Hena Shad

  IRN HKS01016

  • [FCA CF] Functions requiring qualifications (23 Aug 2024 to 13 Mar 2026)
  • [FCA CF] Client dealing (23 Aug 2024 to 13 Mar 2026)
• Huw Davies

  IRN HLD00004

  • [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 (30 Oct 2013 to 8 Dec 2019)
• Ian Jessop

  IRN IPJ00003

  • [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 (3 Jun 2013 to 8 Dec 2019)
• Ian Robert Hill

  IRN IRH00003

  • [FCA CF] Client dealing (9 Dec 2019 to 31 Aug 2021)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Aug 2021)
  • CF30 Customer (10 Apr 2012 to 8 Dec 2019)
• Jacob Rudman

  IRN JRR00023

  • [FCA CF] Functions requiring qualifications (15 Aug 2025 to 13 Mar 2026)
  • [FCA CF] Client dealing (15 Aug 2025 to 13 Mar 2026)
• Jade Elizabeth Powell

  IRN JXP00142

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 23 Mar 2020)
• Jake Bird

  IRN JXB04140

  • [FCA CF] Client dealing (24 Sep 2025 to 13 Mar 2026)
  • [FCA CF] Functions requiring qualifications (24 Sep 2025 to 13 Mar 2026)
• James Baker

  IRN JTB01081

  • [FCA CF] Functions requiring qualifications (30 Jul 2024 to 13 Mar 2026)
  • [FCA CF] Client dealing (30 Jul 2024 to 13 Mar 2026)
• James Gill

  IRN JMG01163

  • [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 (22 Sep 2016 to 8 Dec 2019)
• James Kenward

  IRN JXK00080

  • [FCA CF] Functions requiring qualifications (19 Jan 2020 to 31 Oct 2020)

No changes recorded yet.