in financial services
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.
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.
Managing the personal wealth of tens of thousands of people providing them with financial planning and advice services to help them create, grow and protect their wealth.
Direct To Consumer (D2C)
Providing a ‘non-advice’ investment platform for investors of most budgets to ‘self invest’ in a range of funds to suite their needs, and to take advantage of any available tax allowances on your investment.
Working to develop advantages that partnerships can bring, pushing platforms and products into new markets, overcoming the traditional barriers of scaling by using the core competencies of each partner.
Links to Group Websites
Saturday Night Live has a reputation for expertly parodying presidential election debates. My all-time favourite is Al Gore (Darrell Hammond) versus George Bush (Will Ferrell) and this year didn’t disappoint with expert performances from Donald Trump (Alec Baldwin) and Joe Biden (Jim Carrey).
The following is an abbreviated version of my recent article ‘A Deep Dive Into… UK Equities’ for Investment Week magazine. Follow the link and read my views on page 17.
Last week the FTSE Russell decided to include Chinese government bonds in its flagship World Government Bond Index (WGBI). The decision follows similar moves, from JP Morgan and Bloomberg, and a failed attempt to do so just one year prior which resulted in a number of reforms, to increase accessibility and currency trading options, that ultimately paved the way for benchmark admission.
In last week’s blog we discussed the ‘Nasdaq whale’, Softbank, and the role it played, alongside an army of retail investors, driving tech prices ever higher prior to the recent correction. These short-term ‘technical’ flows are driven by the options market as traders look to hedge their underlying exposure, amplifying moves both lower and higher.
"The company has delivered continued organic growth in both its investment management and financial advisory businesses despite recent economic uncertainty."
"Tavistock Investments has officially launched its direct-to-consumer app, which allows the client to open an ISA or a general investment account...the investment manager revealed that a self-invested personal pension and other Tavistock Wealth funds will be made available in due course through the smartphone app."
"Warren Buffett has mused, ‘If you’ve been playing poker for half an hour and you still don’t know who the patsy is, you’re the patsy...investors are all too often the patsy. So if you’re like me, you might be more interested in profitable, growing companies, like Tavistock Investments..."
Tavistock Investments leading the way
Tavistock Wealth identified and have been following an investment strategy to include the use of low cost ETFs since its inception. ETFs can contain multiple underlying assets now making it a popular and wiser spread choice to others for fund diversification. Tavistock Wealth saw the potential of ETFs
from their beginnings and have traded them longer than most. Many have followed, few know them as we do. We already manage more than £1Billion of
customers investments and are the amongst the most prolific ETF traders in the world.
LAW SOCIETY ENDORSES TAVISTOCK INVESTMENT ADVICE
Tavistock Law, a trading style within Tavistock Private Client, delivers a turnkey service to all members of the Law Society. Our regulated Private Client advisers provide Trustees with independent financial advice on investment solutions for Trusts and Court of Protection awards, of any size.
Tavistock Launch Protected Portfolio
The ACUMEN Capital Protection Portfolio (ACPP) with a protection level of 90% of the highest value ever achieved, is the latest in the ACUMEN range of Portfolios. Being invested within the ACPP will afford a significant amount of the initial investment being protected, as well as a substantial amount of any future profits.
Direct to consumer
The Tavistock Investments Group launched a direct-to-consumer (D2C) investment App in early 2019, which allows a customer, to invest money into an ISA or General Investment Account, with a plan to launch a SIPP account in 2020.
Deposits can be made from as little as £50 per month, or a one-off payment of just £100. Either can then be invested in an ISA to take advantage of annual tax benefits, or a General Investment Account.
There are no account fees for running an i-stock investment account and everything can be managed from the App on mobile, tablet or laptop. The App can be downloaded on both Apple and Android, as well an a state-of-the-art web app direct to your phone.
Building the future of Investing
The ethos of the Tavistock Investments Group is founded on traditional values – honour, vigilance and dependability – enhanced by the relentless pursuit of excellence and improvement in every aspect of what we do.
Your best interests are at the core of everything that we and our advisers do on your behalf. We believe it’s our ability to build strong relationships with clients that is key to success for both.
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Tavistock Investments Plc, Registered in England and Wales. Registered Office: 1 Bracknell Beeches, Old Bracknell Lane, Bracknell RG12 7BW, Company Number 05066489.