Overview

We aim to set industry leading standards for financial advice and investment management. We recognise this can only be achieved by putting the interests of the private investor at the heart of everything we do.

We believe in the pursuit of excellence as a process of evolution and understand that revolutionary thinking is the commitment to a stream of marginal gains.

Wealth Management

Tavistock Private Client is a multi-award-winning financial planning firm, providing services to predominantly higher net worth private clients.

Tavistock Asset Management delivers institutional quality discretionary portfolio management at a retail price, providing individuals with the benefits of collective buying power to ensure their portfolio management, platform and dealing charges are extremely competitive.

Tavistock Protect offers clients a comprehensive range of life insurance and critical illness policies that are tailored to meet their individual needs and budget.

Networks

Our financial advice networks provide administration, compliance and accounting services to self-employed, independent financial advisers. Advisers can become a Registered Individual (RI) of Tavistock Partners, or become Appointed Representatives (AR) of The Tavistock Partnership.

Our story so far…

2013

Aim quoted vehicle established

2014

Aquisitions of:
Tavistock Partners & Tavistock Wealth Launch of: DFM service

2015

Aquisitions of:
Tavistock Financial & Duchy IFA

2016

Aquisitions of:
Abacus Associates & Tavistock Private Client

2017

Launch of:
The Tavistock Partnership
Disposal of: Tavistock Financial

2018

Launch of:
Guaranteed Products & Tavistock RAIF

2019

Launch of:
i-stock App

2020

Launch of:
Tavistock Platform & Model Portfolio Service

2021

Sale of:
Tavistock Wealth
Launch of:
Titan Strategic Partnership

2022

Acquisitions of: 21% stake in LEBC & Hummingbird

2023

Acquisition of: Precise Protect
Launch of Tavistock Protect

2024

Acquisition of: Independent Financial Solutions (IFS)

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