Financial Advisers

Tavistock Partners

Tavistock Partners provides compliance, regulatory, administration and accounting services to independent financial advisers (IFAs). It offers a flexible Retirement Guarantee for those looking to establish a succession plan and for whom the continuing care of their clients is important.


The Tavistock Partnership

The Tavistock Partnership provides compliance and oversight services to financial advice firms.

Tavistock Private Client

Tavistock Private Client is a multi-award winning practice* that provides independent financial advice and investment management services to higher net worth private clients.

*Under its former name Price Bailey Financial Planning Limited

 We are always interested in recruiting advisers and firms that care about the quality of service received by their clients, and who want to develop their business.

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Q2 2021 Quarterly Perspectives

Welcome to the Q2-2021 ‘Quarterly Perspectives’ publication

Rise of the Underdog

In its latest economic outlook, the OECD increased its expectations for global GDP. For 2020, the improvement is minimal, reflecting an upward revision, in real GDP, from -4.5% to -4.2%. But beyond that, growing economic momentum should boost global growth to pre-pandemic levels, estimated at 4.2% in 2021 and 3.7% in 2022.

Let the Good Times Roll

Markets are ebullient, and they have every reason to be.

Nothing Is More Powerful Than an Idea Whose Time Has Come

On Monday afternoon, global stock markets soared on the news BioNTech and Pfizer had created a coronavirus vaccine which proved 90% effective based on initial trial results. The story behind the breakthrough, which you can read here, is fascinating, not least because the husband and wife team behind the virus don’t yet know why it works.

Anatomy of an Election (So far…)

The narrative, heading into the US election, was a ‘Blue Wave’ victory for the Democrats. Polls and betting odds favoured a Biden win and a Senate majority and investors positioned accordingly. Anticipation for a huge fiscal stimulus package, estimated at $3 trillion+, lent itself to the global reflation trade which would stimulate the economy and revive inflation, benefiting cyclical assets whilst hitting government bonds.

Since the Market Low

The ACUMEN Portfolios continued their strong run throughout October, largely outperforming the market composite benchmark and IA sectors (used for peer group comparison purposes) which lost ground across the board.

Canary in the Vol-Mine

With the US election just 8 days away, financial markets are following the polls and pricing in a Biden win. The prospect for a Democratic clean sweep has contributed to the rising ‘Blue Wave’ narrative benefiting those companies that stand to benefit from Democratic party policy. Meanwhile a long/short basket of companies more closely aligned with Republican policy and values has steadily underperform.

Q4-2020 Quarterly perspectives

Welcome to the Q4-2020 ‘Quarterly Perspectives’ publication.