The Tavistock Partnership Limited

Name: The Tavistock Partnership Limited
Address: 1 Queens Square, Ascot Business Park, Ascot, SL5 9FE, GB
Telephone: 01753 867000
Price range: $$
Rating: 1

aka The Tavistock Partnership Limited

Authorised FRN 519014 1.0 (1)

About

Focussing on the private investors' needs, we aim to set industry-leading standards for financial advice and investment management.

Source: tavistockinvestments.com

Contact & Location

Address

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

More advisers in Windsor and Maidenhead

Phone

01753 867000

Website

tavistockinvestments.com

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Specialisms

Mortgages Alternative Investments Pensions Retirement Investments

Regulatory Information

FRN: 519014
Status: Authorised
Date Authorised: 1 July 2010
Years Authorised: 15 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (20)

Show all permissions

✓Acting as a CBTL advisor
✓Acting as a CBTL administrator
✓CBTL Status
✓CBTL Effective Date
✓Agreeing to carry on a regulated activity
✓Advising on P2P agreements
✓Advising on Pension Transfers and Pension Opt Outs
✓Debt-counselling
✓Debt Adjusting
✓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: 04304782
Company Status: Active
Incorporation Date: 15 October 2001
Directors: 4
Accounts Category: Full
Last Accounts Filed: 31 March 2025
SIC Codes: 64999

Team (20)

Benjamin Scott Raven
Approved
Gregor Mark Preston
Approved
Johanna Martina Gabriela Rager-Badesha
Approved
David Kevin Mee
ApprovedCertified
James Philip Mee
ApprovedCertified
Stephen Burchnall
ApprovedCertified
Fiona Geraldine McCaig
ApprovedCertified
James Andrew King
ApprovedCertified
Michael Alan Tupper
ApprovedCertified
Brian Kenneth Raven
ApprovedCertified
. Tavistock Investments Plc
Approved
Oliver Charles Hewardine Cooke
No longer required
Jillian Howarth
Approved
Mark Ronald Archibald Wilson
Approved
Caroline Ann Caldwell
Approved
John Douglas Warner
No longer required
David Robertson Munro
No longer required
Keith Hugh Allan
Approved
David James Goodall
No longer required
Shaun O'Leary
No longer required

Google Reviews

1.0

1 review on Google

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Quick Facts

Ascot, South East
15 years FCA-authorised
20 registered individuals
5 specialisms
20 FCA permissions
CH 04304782

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Data Sources

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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.