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.


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…


Aim quoted vehicle established


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


Aquisitions of:
Tavistock Financial & Duchy IFA


Aquisitions of:
Abacus Associates & Tavistock Private Client


Launch of:
The Tavistock Partnership
Disposal of: Tavistock Financial


Launch of:
Guaranteed Products & Tavistock RAIF


Launch of:
i-stock App


Launch of:
Tavistock Platform & Model Portfolio Service


Sale of:
Tavistock Wealth
Launch of:
Titan Strategic Partnership


Acquisitions of: 21% stake in LEBC & Hummingbird


Acquisition of: Precise Protect
Launch of Tavistock Protect


Acquisition of: Independent Financial Solutions (IFS)

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