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.
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.
Precise 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
Tavistock Partners & Tavistock Wealth Launch of: DFM service
Tavistock Financial & Duchy IFA
Abacus Associates & Tavistock Private Client
The Tavistock Partnership
Disposal of: Tavistock Financial
Guaranteed Products & Tavistock RAIF
Tavistock Platform & Model Portfolio Service
Titan Strategic Partnership
Acquisitions of: 21% stake in LEBC & Hummingbird
Acquisition of: Precise Protect
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