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

  Show 1 limitation Hide limitations

  • · 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.

• Corinna Veale

  IRN CDV01011

  • [FCA CF] Manager of certification employee (9 Dec 2020 to 2 Dec 2024)
• Craig Daniel Payne

  IRN CDP01034

  • CF1 Director (AR) (29 Mar 2017 to 27 Apr 2018)
  • CF30 Customer (29 Mar 2017 to 27 Apr 2018)
• Danielle Jacobs

  IRN DXJ01466

  • CF4 Partner (AR) (26 Apr 2017 to 16 Nov 2018)
• Darryl Robert Martin

  IRN DRM00008

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 31 Mar 2020)
  • CF30 Customer (30 Mar 2017 to 30 Mar 2020)
• David Frederick Charles Glasgow

  IRN DFG00011

  • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 3 Nov 2020)
  • CF30 Customer (29 Mar 2017 to 3 Nov 2020)
  • CF1 Director (AR) (29 Mar 2017 to 3 Nov 2020)
• David George Williams

  IRN DGW00019

  • CF30 Customer (3 Apr 2017 to 31 Jul 2017)
• David Henry Chinn

  IRN DHC01019

  • CF30 Customer (2 May 2017 to 3 Dec 2018)
• David Ian Inglis

  IRN DII00001

  • CF30 Customer (18 Apr 2017 to 21 Sep 2018)
• David James Goodall

  IRN DJG00051

  • CF1 Director (AR) (16 Jun 2017 to 30 Mar 2020)
• David John Beckett

  IRN DJB01543

  • Appointed representative dealing with clients for which they require qualification (4 Sep 2020 to 4 May 2023)
  • [FCA CF] Client dealing (4 Sep 2020 to 4 May 2023)
  • CF30 Customer (4 Sep 2020 to 4 May 2023)

• Westcar Financial Planning Ltd (no longer appointed)

  FRN 600858 · Appointed 23 Mar 2017 · Until 18 Jun 2021

• Halcyon Independent Financial Advisers Limited (no longer appointed)

  FRN 608123 · Appointed 23 Mar 2017 · Until 16 Nov 2018

• Haworths Financial Services Ltd (no longer appointed)

  FRN 494163 · Appointed 23 Mar 2017 · Until 4 Jun 2019

No changes recorded yet.