Tavistock Private Client Limited

Reference number: 210782

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Also trades as 6 other names
  • Alexander Rosse Financial Services
  • Crompton & Co Financial Planning
  • PWH Financial Services
  • Raffingers Wealth Management
  • Tavistock Asset Management
  • Tavistock Employee Benefits

Company details

From the company's Companies House record.

Company number
04298592
Company status
Active
Company type
Private limited company
Incorporated
3 October 2001 (24 years old)
Registered office
1 Queen's Square Ascot Business Park, Lyndhurst Road, Ascot, Berkshire, SL5 9FE, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Brian Kenneth Raven Director Apr 1956 1 Dec 2016
Benjamin Scott Raven Director Jan 1985 6 Apr 2020
Gregor Mark Preston Director Feb 1988 17 May 2021
Johanna Rager Director Sep 1969 13 Feb 2023

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages · Arrange equity release FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.

Check your FSCS cover →

Show FCA detail (19 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL Advisor
  • Acting as a CBTL arranger
  • Acting as a CBTL Arranger
  • Advising on a home reversion plan
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) a home reversion plan
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Dealing in investments as agent
  • Debt-counselling
  • Making arrangements with a view to a home reversion plan
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments
  • Managing investments

Limits on what they may do

  • This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Previously registered as

The FCA register holds one earlier registered name for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • PB Financial Planning Limited

Names it no longer trades under

This firm has retired 9 trading names. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired names
  • Everything Accounting Financial Services
  • i-stock
  • PB Financial Planning
  • PB Portfolio Management
  • Price Bailey Portfolio Management
  • Tavistock Brokers
  • Tavistock Direct
  • Tavistock Law
  • Tavistock Mortgage Services

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Common questions

Frequently asked questions

Is Tavistock Private Client Limited FCA authorised?
Yes, Tavistock Private Client Limited (FRN 210782) is authorised by the FCA to carry out regulated activities.
Is my money safe with Tavistock Private Client?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Tavistock Private Client to the Financial Ombudsman Service, free of charge.
Is Tavistock Private Client a scam or clone?
Tavistock Private Client is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Tavistock Private Client's Firm Reference Number (FRN)?
Tavistock Private Client's FRN is 210782. You can verify it on the FCA register.