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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.