The Tavistock Partnership Limited

Date authorised
1 April 2013
Companies House
04304782
Last scraped
2 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • 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

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • 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
    • · 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
    • · 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
    • · 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
    • · 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

    Show 1 limitation
    • · 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
    • · 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
    • · 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.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Timothy Michael Santry

    IRN TMS00002

    • CF30 Customer (7 May 2021 to 31 Mar 2023)
    • CF1 Director (AR) (7 May 2021 to 31 Mar 2023)
    • [FCA CF] Client dealing (22 Jan 2021 to 4 May 2023)
    • [FCA CF] Functions requiring qualifications (22 Jan 2021 to 23 Jan 2021)
    • Appointed representative dealing with clients for which they require qualification (22 Jan 2021 to 4 May 2023)
  • Timothy Paul Mears

    IRN TXM00058

    • Responsibility for MCD Intermediation (21 Mar 2016 to 24 Mar 2017)
    • CF11 Money Laundering Reporting (14 Apr 2011 to 24 Mar 2017)
    • CF10 Compliance Oversight (14 Apr 2011 to 24 Mar 2017)
    • CF30 Customer (14 Apr 2011 to 24 Mar 2017)
    • CF1 Director (1 Jul 2010 to 24 Mar 2017)
    • Responsible for Insurance Mediation (1 Jul 2010 to 24 Mar 2017)
  • Timothy Paul Vernon Barnes

    IRN TPB00006

    • CF30 Customer (5 May 2017 to 15 Nov 2018)
    • CF1 Director (AR) (5 May 2017 to 15 Nov 2018)
  • Tracy Ann Andrews

    IRN TAM01044

    • CF30 Customer (5 Jun 2017 to 31 Jul 2017)
  • William Thomas Peters

    IRN WTP00003

    • CF30 Customer (24 Oct 2012 to 1 Feb 2017)
  • Xennon Kai Horner

    IRN XXH01034

    • CF30 Customer (21 Jun 2017 to 8 Mar 2018)
    • CF1 Director (AR) (21 Jun 2017 to 8 Mar 2018)
  • Zoe Jane Greenwood

    IRN ZXG00004

    • [FCA CF] Client dealing (21 Aug 2020 to 29 Jan 2021)
    • Appointed representative dealing with clients for which they require qualification (21 Aug 2020 to 29 Jan 2021)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

Updates to this firm's record on the FCA register.

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