“Discovery consists in seeing what everyone else has seen and thinking what no one else has thought.”

Albert Szent-Gyorgyi
Nobel Prize Winner – 1937

Tavistock Investments Plc looks after the personal wealth of tens of thousands of people, providing them with both financial advice, and with investment products and services that were historically only available to financial institutions and professional investors.

OUR BUSINESS IS BUILT ON TRADITIONAL VALUES COMBINED WITH revolutionary thinking

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We aim to set industry leading standards for financial advice and investment management. We believe in the pursuit of excellence as a process of evolution. We understand that revolutionary thinking is the commitment to a continual stream of marginal gains.

The Group has separate advisory and investment management businesses. Tavistock Wealth delivers institutional quality portfolio management at a retail price, providing individuals with the benefit of collective buying power to ensure their portfolio management, platform and dealing charges are amongst the lowest in the industry. Our advisory businesses provide compliance, administration and accounting services to independent financial advisers (Tavistock Partners) and to financial advice firms (The Tavistock Partnership). PB Financial Planning is a multi-award winning practice that provides independent financial advice and investment management services to higher net worth private clients.

Collective buying power ensures that every person’s investments are protected in globally diversified portfolios, holding over 18,500 positions across 9 primary asset classes and 100 countries; at charges that are amongst the lowest in the industry.

Each investor portfolio is continuously managed to the highest standard of regulatory and tax compliance and to the level of risk agreed with each client at the outset.

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What do we mean and why?

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