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.

  • 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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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.