throughout the advisory network
The Tavistock Investments Advisory Firms look after the personal wealth of tens of thousands of people, providing them with both financial advice, and access to investment products and services that have historically only been available to financial institutions and professional investors.
Providing compliance, regulatory, administration and accounting services to independent IFAs. It offers a flexible Retirement Guarantee to principals looking to establish a succession plan for whom the continuing care of their clients is important.
Tavistock Private Client
A multi-award winning practice that provides independent financial advice of specialist wealth management, financial planning and tax saving opportunities tailored to the personal requirements of higher net worth private clients.
The Tavistock Partnership
A group of like minded, forward looking, Revolutionary Thinking professional IFAs whose sole objective is to enhance the Financial Planning offering to their clients whilst growing the strength of business together.
Financial Planning Services, Creating Tax Savings, Protecting Families from Financial Difficulty, Retirement and Pensions, Wills and Estate Planning, Raising Finance via Mortgages and Wealth Management. Corporate advice for businesses.
With Revolutionary Thinking – we can achieve your goals together
Direct to consumer
The Tavistock investments Group launched a direct-to-consumer (D2C) investment App in early 2019, which allows any investor or customer of any wealth level, to invest money into an ISA or General Investment Account, with a plan to launch a SIPP account before the end of 2019.
Deposits can be made from as little as £50 per month, or a one-off payment of just £500. Either can then be invested in an ISA to take advantage of annual tax benefits, or a General Investment Account.
There are no account fees for running an i-stock investment account and everything can be managed from the App on mobile, tablet or laptop. The App can be downloaded on both Apple and Android, as well an a state-of-the-art web app direct to your phone.
Building the future of Investing
The ethos of the Tavistock Investments Group is founded on traditional values – honour, vigilance and dependability – enhanced by the relentless pursuit of excellence and improvement in every aspect of what we do.
Your best interests are at the core of everything that we and our advisers do on your behalf. We believe it’s our ability to build strong relationships with clients that is key to success for both.
Tavistock Investments Plc, Registered in England and Wales. Registered Office: 1 Queen’s Square, Ascot Business Park, Lyndhurst Road, Ascot, Berkshire, SL5 9FE, Company Number 05066489.