Cavendish Private Wealth Limited

Reference number: 605533

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Authorised by the FCA

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

Website, phone number and address

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.

In the full report: 3 background checks, 2 things worth a closer look

  • When cavendishpw.com first appeared online, and whether it can receive email
  • What kind of line 020 7183 2745 is
  • Whether W1G 0PW is a shared office: 50 other firms give it
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Other names (2)

If you were contacted under any of these names, it is this firm.

  • I.T.Associates Financial Planning Trading name
  • I.T. Associates Financial Planning Limited Former name

FCA permissions and consumer protection

  • 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 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.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (7 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to transactions in investments

Limits on what they may do

  • The Firm must not onboard any new customers or conduct any regulated activities for which it has Part 4A permission without the prior written consent of the FCA.
    Business requirements 1. The Firm must not, without the prior written consent of the FCA, conduct any regulated activities for which it has a Part 4A permission. 2. The Firm must not, without the prior written consent of the FCA, onboard any new clients.  Notification requirement 3. The Firm must, within 72 hours of the Effective Date, publish in a prominent place on all websites and social media accounts in its name, and on all platforms to which its customers have access, informing of the imposition of the Requirements and their effect, in a form and by a method of delivery each to be agreed in advance with the FCA.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
05593706
Company status
Active
Company type
Private limited company
Incorporated
14 October 2005 (21 years old)
Registered office
Units 1 & 2 Field View Baynards Green Business Park, Baynards Green, Bicester, Oxfordshire, OX27 7SG, United Kingdom
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
Ian Clive Tandy Director Dec 1957 14 Oct 2005 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
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Filed accounts and finances

Year to 30 November 2025Micro-entity accountsNot audited

Net assets

£25.3k

−64% from £70.0k

Employees (average)

2

+100% from 1

Owed within a year

£16.0k

−40% from £26.7k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 05593706. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Cavendish Private Wealth’s history from the FCA register and Companies House, newest first.

Key events (10) All events (18)

2026

19 June 2026

  • FCA imposed a requirement (The Firm must not onboard any new customers or conduct any regulated activities for which it has Part 4A permission without the prior written consent of the FCA.)

FCA register

2025

21 May 2025

  • Changed its registered name from "I.T. Associates Financial Planning Limited"

FCA register

2024

1 February 2024

  • Ian Clive Tandy stopped being the majority owner
  • Regents Holdings Limited took control (75–100% of shares)

Companies House

2019

10 July 2019

  • Natalie Jane Tandy stopped being a part-owner

Companies House

2016

14 October 2016

  • Ian Clive Tandy became the majority owner (50–75% of shares)
  • Natalie Jane Tandy became a part-owner (25–50% of shares)

Companies House

2014

2 January 2014

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

2005

14 October 2005

  • Incorporated at Companies House

Companies House

In the full report: all 18 events

  • All 18 events in its history (10 shown here)
  • Every director appointment and resignation: 1
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Firms like Cavendish Private Wealth

Other firms of the same type (financial adviser), nearest first.

In London

Ernst & Young LLPLondonAuthorisedGallagher (Administration & Investment) LimitedLondonAuthorisedGallagher Risk & Reward LimitedLondonAuthorisedKroll Securities LtdLondonAuthorisedCambridge Mercantile Risk Management (UK) LtdLondonAuthorisedCapita Pension Solutions LimitedLondonAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Cavendish Private Wealth

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • Every company its directors have run, named
  • 3 background checks on its contact details, 2 flagged
  • 6 years of accounts, charted
  • All 18 events in its history

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Frequently asked questions about this firm

Is Cavendish Private Wealth Limited FCA authorised?
Yes, Cavendish Private Wealth Limited (FRN 605533) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2014 and works as a financial adviser. The FCA has placed a limit on what it may do.
What is Cavendish Private Wealth’s phone number and website?
The FCA register lists the phone number 020 7183 2745 and the website cavendishpw.com for Cavendish Private Wealth. If you were given different contact details, use these to check with the firm before going any further.
Is Cavendish Private Wealth a scam or clone?
Cavendish Private Wealth is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Cavendish Private Wealth?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Cavendish Private Wealth to the Financial Ombudsman Service, free of charge.
Who owns Cavendish Private Wealth?
Cavendish Private Wealth is owned by Regents Holdings Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 1 February 2024. Before that, it was controlled by Mrs Natalie Jane Tandy and Mr Ian Clive Tandy.
Who runs Cavendish Private Wealth?
Companies House lists one director of Cavendish Private Wealth: Ian Clive Tandy.
How long has Cavendish Private Wealth been in business?
The company was formed on 14 October 2005, and has held its current FCA authorisation since January 2014.
What do Cavendish Private Wealth’s latest accounts show?
Its latest accounts, to 30 November 2025, show net assets of £25.3k (−64% from £70.0k).
Does Cavendish Private Wealth use any other names?
It trades as I.T.Associates Financial Planning. It has previously used the name I.T. Associates Financial Planning Limited.

Sources and links

The full report on Cavendish Private Wealth Limited

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