Financial Advice

Tavistock is an award-winning financial advice firm. We take pride in tailoring our advice to meet the specific needs of our clients.

Our independent financial advisers have been providing financial planning support for decades, building strong relationships to deliver our main aim; client satisfaction. Our client’s best interests are at the heart of everything we do, and we stay focussed on this whilst helping you plan, protect and manage your wealth.

What we do:

Lifetime Financial Planning

Lifetime cash flow analysis will help you understand where you are today.

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A good investment strategy will act like a reliable engine, delivering returns which will hopefully help you achieve your financial goals.

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Tax Efficient Investing

EIS and VCT investments are useful tax-efficient investments and may be suitable for clients with significant income or capital gains tax liabilities.  Both offer 30% income tax relief which may be offset against income tax liabilities arising from salary, dividends or rental income.

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Pension & Retirement Planning

Whether you are planning for the future, looking to retire imminently or are already retired, there are a number of options available to you. Our pension planning specialists will identify your objectives, review any existing arrangements and then help you obtain the best solution for your individual circumstances and needs.

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Estate & Legacy Planning

We spend a lifetime building our wealth. How you pass it on after your death can be extremely important.

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Protection & Insurance

It is important that if the unforeseen were to happen, the people who rely on you are protected financially, whether this be in your personal life or in your business life. This can be achieved through many types of insurance policy.

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Will Writing

If you live in England or Wales and die without a legally valid Will, it is likely that the government will decide where your assets are allocated and if you have no living family members, your property and possessions are likely to go to the Crown.

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Bereavement Notification

Co-op has a long-standing tradition of supporting bereaved families for over 100 years. Building on their heritage, their Bereavement Notification Service helps bereaved families by providing practical support and advice when dealing with the affairs of the deceased loved one.

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Mortgages & Property

Mortgages are on people’s minds at various stages of life. Whether buying for the first time, re-mortgaging or releasing money for you and your loved ones to enjoy.

We provide mortgage advice relevant to your needs. This could include first time buyers, re-mortgaging your property, any additional mortgage requirements or buy to let.

Contact us today to learn more about planning for your financial future

If you have any questions or would like to arrange a free consultation contact us below:

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