Tavistock Private Client Limited

Name: Tavistock Private Client Limited
Address: The Barn, Downing Park, Cambridge, Cambridgeshire, CB25 0NW, GB
Telephone: 01753 867000
Price range: $$
Rating: 1

aka Raffingers Wealth Management, PWH Financial Services, Crompton & Co Financial Planning, Alexander Rosse Financial Services, Tavistock Private Client Limited

Authorised FRN 210782 1.0 (1)

About

Tavistock Asset Management offers a range of different strategies to meet varying client investment management needs.

Source: tavistockam.com

Contact & Location

Address

2nd Floor, 1, Business Park, Lyndhurst Rd, Ascot SL5 9FE, UK

More advisers in East Cambridgeshire

Phone

01753 867000

Website

tavistockam.com

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Specialisms

Mortgages Wealth Management Investments Alternative Investments Pensions Retirement

Regulatory Information

FRN: 210782
Status: Authorised
Date Authorised: 16 August 2002
Years Authorised: 23 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (20)

Show all permissions

✓CBTL Status
✓CBTL Effective Date
✓Agreeing to carry on a regulated activity
✓Acting as a CBTL Arranger
✓Acting as a CBTL Advisor
✓Managing investments
✓Advising on P2P agreements
✓Advising on Pension Transfers and Pension Opt Outs
✓Debt-counselling
✓Credit Broking
✓Making arrangements with a view to regulated mortgage contracts
✓Making arrangements with a view to a home reversion plan
✓Arranging (bringing about) regulated mortgage contracts
✓Arranging (bringing about) a home reversion plan
✓Advising on regulated mortgage contracts
✓Advising on a home reversion plan
✓Making arrangements with a view to transactions in investments
✓Dealing in investments as agent
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: 04298592
Company Status: Active
Incorporation Date: 3 October 2001
Directors: 5
Accounts Category: Full
Last Accounts Filed: 31 March 2025
SIC Codes: 64999

Team (20)

Mark Russell Evans
Approved
Benjamin Scott Raven
Approved
Gregor Mark Preston
Approved
Johanna Martina Gabriela Rager-Badesha
Approved
Andrew Graham Ross
ApprovedCertified
Ian William McGraw
ApprovedCertified
Brian Kenneth Raven
ApprovedCertified
Timothy John Hines
ApprovedCertified
Philip Michael Sutton
ApprovedCertified
Steven Malcolm McGregor
ApprovedCertified
Claire Michelle Menni
ApprovedCertified
Michael John Lodge
ApprovedCertified
Lawrence Peter Maksymiw
Certified
Ian Bevan
Certified
Matthew Bradshaw
Certified
Claire LaRue
Certified
Christopher Howard
Certified
Jeanette Ann Lucy McHardy
Certified
Laura Mary Hobbs
Certified
Ricky George Cornish
Certified

Google Reviews

1.0

1 review on Google

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Quick Facts

Cambridge, East of England
23 years FCA-authorised
20 registered individuals
6 specialisms
20 FCA permissions
CH 04298592

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This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.