The Tavistock Partnership Limited
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
1 Queens SquareAscot Business ParkLyndhurst RoadAscotSL5 9FEUNITED KINGDOM- Phone
- +4401753867000
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Complaints Contact
1 Queens SquareAscot Business ParkLyndhurst RoadAscotSL5 9FEUNITED KINGDOM- Phone
- +4401753867000
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Buy-to-Let Mortgage Admin
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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Buy-to-Let Mortgage Lending
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P2P Lending Advice
For Professional, Retail (Investment)
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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.
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Equity Release Advice
For Customer, Home reversion plans
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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.
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Equity Release Arranging
For Customer, Home reversion plans
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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.
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Buy-to-Let Start Date
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Buy-to-Let Status
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Credit Brokering
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Stockbroking
For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Non-investment insurance contracts, Structured Deposits
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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.
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Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
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Equity Release Setup
For Customer, Home reversion plans
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Mortgage Setup
For Customer, Regulated mortgage contract
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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.
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Nicholas Jon Cunliffe
IRN NJC01278
- CF1 Director (AR) (12 Apr 2017 to 29 Nov 2019)
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Oliver Charles Hewardine Cooke
IRN OCC01007
- SMF3 Executive Director (9 Dec 2019 to 13 Apr 2023)
- CF1 Director (10 Apr 2017 to 8 Dec 2019)
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Owen Thomas Williams
IRN OTW01001
- Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 2 Dec 2020)
- CF30 Customer (6 Feb 2018 to 2 Dec 2020)
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Paul Briggs
IRN PXB02545
- CF30 Customer (3 Mar 2018 to 6 Jun 2018)
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Paul Darren Thorn
IRN PDT01043
- CF30 Customer (4 Apr 2017 to 29 Mar 2018)
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Paul David Huggins
IRN PDH01074
- CF30 Customer (30 Mar 2017 to 10 Dec 2018)
- CF1 Director (AR) (30 Mar 2017 to 10 Dec 2018)
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Paul Russell
IRN PXR01543
- CF30 Customer (16 Jun 2017 to 19 Oct 2018)
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Paul Spencer
IRN PXS01433
- CF1 Director (AR) (28 Mar 2017 to 3 Jun 2019)
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Paul Stephen Gardner
IRN PSG01033
- CF30 Customer (11 Apr 2017 to 29 Nov 2019)
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Paula Hallett
IRN PXH01702
- CF30 Customer (4 Apr 2017 to 3 Jun 2019)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Alpha Beta Private Wealth Limited
FRN 1043023 · Appointed 20 Oct 2025
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Michael Tupper
FRN 218026 · Appointed 15 Jul 2021
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Mee & Co Ltd
FRN 942170 · Appointed 1 Jan 2021
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King Financial Planning LLP
FRN 918147 · Appointed 11 Dec 2019
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Vita Financial Planning Ltd (no longer appointed)
FRN 597852 · Appointed 2 Jan 2021 · Until 3 Jul 2023
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JNJ Financial Management Ltd (no longer appointed)
FRN 223037 · Appointed 2 Jan 2021 · Until 31 Mar 2024
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Lighthouse (Hurstpierpoint) Ltd (no longer appointed)
FRN 419868 · Appointed 2 Jan 2021 · Until 27 Jun 2023
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Astute Wealth Planning Limited (no longer appointed)
FRN 580102 · Appointed 2 Jan 2021 · Until 2 Apr 2023
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Medicals Direct Screenings Services Limited (no longer appointed)
FRN 939285 · Appointed 25 Nov 2020 · Until 26 Jun 2023
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.