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.

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

  • When tavistockinvestments.com first appeared online, and whether it can receive email
  • What kind of line 01223 869030 is, and the 2 other firms that give it
  • Who else gives the postcode CB25 0NW
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Other names (16)

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

  • Alexander Rosse Financial Services Trading name
  • Crompton & Co Financial Planning Trading name
  • PWH Financial Services Trading name
  • Raffingers Wealth Management Trading name
  • Tavistock Asset Management Trading name
  • Tavistock Employee Benefits Trading name
  • PB Financial Planning Limited Former name
  • Everything Accounting Financial Services Former trading name
  • i-stock Former trading name
  • PB Financial Planning Former trading name
  • PB Portfolio Management Former trading name
  • Price Bailey Portfolio Management Former trading name
  • Tavistock Brokers Former trading name
  • Tavistock Direct Former trading name
  • Tavistock Law Former trading name
  • Tavistock Mortgage Services Former trading 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 · 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.
  • 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 (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.

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
04298592
Company status
Active
Company type
Private limited company
Incorporated
3 October 2001 (25 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)

Directors and company secretaries

Name Role Born Appointed Other companies
Brian Kenneth Raven Director Apr 1956 1 Dec 2016 30 other companies
Benjamin Scott Raven Director Jan 1985 6 Apr 2020 4 other companies
Gregor Mark Preston Director Feb 1988 17 May 2021 6 other companies
Johanna Rager Director Sep 1969 13 Feb 2023 18 other companies

Other companies run by these 4 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
45
closed down
20
went insolvent
1

In the full report: all 45 companies, named

  • What each company does, and whether it is still trading
  • Which of these 4 directors sit on each board, and since when
  • The one that went into liquidation or administration
  • The 8 on the FCA register, including 2 no longer authorised
  • The 7 companies these 4 directors run together
  • All 17 people who have ever been directors, with their dates
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Key dates in its history

Tavistock Private Client’s history from the FCA register and Companies House, newest first.

Key events (8) All events (65)

2017

1 December 2017

  • Changed its registered name from "PB Financial Planning Limited"

FCA register

2016

2 December 2016

  • Tavistock Investments PLC took control (75–100% of shares)

Companies House

6 April 2016

  • Tavistock Group Holdings Limited took control (75–100% of shares)

Companies House

2013

20 September 2013

  • FCA imposed a requirement (May control but not hold client money & Assets)

FCA register

1 April 2013

  • Regulated by the FCA from this date

FCA register

2002

16 August 2002

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

2001

3 October 2001

  • Incorporated at Companies House

Companies House

In the full report: all 65 events

  • All 65 events in its history (8 shown here)
  • Every director appointment and resignation: 28
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Firms connected to Tavistock Private Client

Other FCA-listed firms that share a director, phone number or address with Tavistock Private Client. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
8
share a director
6
share its phone number
2

In the full report: all 8 connected firms, named

  • How each is linked: shared directors (6), the same phone number (2), the same postcode (3)
  • Who links each one: the named directors, with dates
  • 2 past links through former directors
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Firms like Tavistock Private Client

Other firms of the same type (investment or fund manager), nearest first.

In Cambridge

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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 Tavistock Private Client

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

  • 45 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 65 events in its history
  • 8 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Tavistock Private Client Limited FCA authorised?
Yes, Tavistock Private Client Limited (FRN 210782) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since August 2002 and works as an investment or fund manager. The FCA has placed a limit on what it may do.
What is Tavistock Private Client’s phone number and website?
The FCA register lists the phone number 01223 869030 and the website tavistockinvestments.com for Tavistock Private Client. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 2 other FCA firms.
Is Tavistock Private Client a scam or clone?
Tavistock Private Client 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 Tavistock Private Client?
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 Tavistock Private Client to the Financial Ombudsman Service, free of charge.
Who owns Tavistock Private Client?
Tavistock Private Client is owned by Tavistock Investments PLC, which holds 75–100% of shares, since 2 December 2016.
Who runs Tavistock Private Client?
Companies House lists 4 directors of Tavistock Private Client: Brian Kenneth Raven, Benjamin Scott Raven, Gregor Mark Preston and Johanna Rager.
How long has Tavistock Private Client been in business?
The company was formed on 3 October 2001, and has held its current FCA authorisation since August 2002.
Does Tavistock Private Client use any other names?
It trades as Alexander Rosse Financial Services, Crompton & Co Financial Planning, PWH Financial Services, Raffingers Wealth Management and Tavistock Asset Management, and 1 more names. It has previously used 10 other names, including PB Financial Planning Limited, Everything Accounting Financial Services and i-stock.

Sources and links

The full report on Tavistock Private Client Limited

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