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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