The Tavistock Partnership Limited

• 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 Admin

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• Buy-to-Let Mortgage Lending

• P2P Lending Advice

  For Professional, Retail (Investment)

• 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

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  • · 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

• 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 Negotiation

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  • · Limited to debt adjusting excluding the administration of debt management plans. In this limitation debt management plans are defined as: ”a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders.

• 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.

• Duncan Andrew Reeves

  IRN DAR01218

  • CF30 Customer (14 Nov 2017 to 29 Mar 2018)
• Edward William Sayers

  IRN EWS01018

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2020)
  • CF30 Customer (29 Mar 2017 to 30 Mar 2020)
  • CF1 Director (AR) (29 Mar 2017 to 30 Mar 2020)
• Emma Jane Greer

  IRN EJG01056

  • CF1 Director (AR) (12 Apr 2017 to 1 Aug 2017)
  • CF30 Customer (12 Apr 2017 to 1 Aug 2017)
• Fiona Geraldine McCaig

  IRN FGM00001

  • CF30 Customer (since 20 Oct 2025)
• Frances Mary Giliker

  IRN FMG01031

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 29 Nov 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 29 Nov 2024)
  • CF1 Director (AR) (28 Mar 2017 to 28 Nov 2024)
  • CF30 Customer (28 Mar 2017 to 28 Nov 2024)
• Frazer Laird

  IRN FXL00087

  • Appointed representative dealing with clients for which they require qualification (1 Jun 2022 to 28 Nov 2023)
  • [FCA CF] Client dealing (1 Jun 2022 to 28 Nov 2023)
  • CF30 Customer (1 Jun 2022 to 28 Nov 2023)
• Gary Kenneth Richards

  IRN GKR01009

  • CF30 Customer (1 Aug 2011 to 1 Aug 2011)
• Gavin Mark Southwell

  IRN GMS00001

  • SMF3 (AR) Executive Director function (11 May 2022 to 8 Mar 2024)
  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 8 Mar 2024)
  • [FCA CF] Client dealing (9 Dec 2019 to 8 Mar 2024)
  • CF30 Customer (4 May 2017 to 8 Mar 2024)
• Gavin Sampson

  IRN GXS00126

  • CF1 Director (AR) (6 Jan 2021 to 23 Jun 2023)
• Gerald Robert Swarbrick

  IRN GXS01308

  • [FCA CF] Client dealing (9 Dec 2019 to 21 Apr 2023)
  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 21 Apr 2023)
  • CF1 Director (AR) (20 Apr 2017 to 21 Apr 2023)
  • CF30 Customer (20 Apr 2017 to 21 Apr 2023)

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No changes recorded yet.