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.

  • Jamie Watson Allan

    IRN JWA01045

    • CF1 Director (AR) (31 Mar 2017 to 30 May 2018)
    • CF30 Customer (31 Mar 2017 to 30 May 2018)
  • Jane Mary Stevens

    IRN JMS01417

    • [FCA CF] Client dealing (9 Dec 2019 to 19 Nov 2021)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 19 Nov 2021)
    • CF1 Director (AR) (28 Apr 2017 to 19 Nov 2021)
    • CF30 Customer (28 Apr 2017 to 19 Nov 2021)
  • Jeffrey Gorman

    IRN JXG00103

    • CF1 Director (AR) (5 Apr 2017 to 31 Jul 2017)
    • CF30 Customer (5 Apr 2017 to 31 Jul 2017)
  • Jeremy Allard

    IRN JRA01096

    • [FCA CF] Manager of certification employee (9 Dec 2020 to 2 Dec 2024)
  • Jeremy Paul Holmes

    IRN JPH00041

    • CF30 Customer (5 Apr 2017 to 31 Jul 2017)
    • CF1 Director (AR) (5 Apr 2017 to 31 Jul 2017)
  • Jillian Howarth

    IRN JXR01825

    • CF4 Partner (AR) (12 Apr 2017 to 1 Nov 2018)
  • Johanna Martina Gabriela Rager-Badesha

    IRN JXR00673

    • SMF3 Executive Director (since 24 Mar 2023)
  • John Burrill

    IRN JXB00057

    • CF1 Director (AR) (30 Mar 2017 to 31 Jul 2017)
    • CF30 Customer (30 Mar 2017 to 31 Jul 2017)
  • John Colin Lynch

    IRN JCL00010

    • CF30 Customer (5 Apr 2017 to 4 May 2018)
  • John Douglas Warner

    IRN JDW01115

    • CF1 Director (AR) (25 Jan 2021 to 23 Jun 2023)
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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.

No changes recorded yet.