Join Tavistock Private Client

Join an award-winning financial planning firm.

We offer a fully integrated approach

Financial advice

We provide award-winning financial advice to our clients. We strive to build strong relationships and deliver our main aim; client satisfaction. We do this by helping clients plan, protect and manage their wealth.

Investment management

A variety of diversified, multi-asset mandates with clear objectives, covering a range of risk levels and broad exposures to investment expertise from across the market.

Platform proposition

Accounts are hosted via an online service where customers can benefit from having all of their administration, custody and dealing needs taken care of, at an extremely competitive rate.

Employee benefits

Everything your corporate clients may need, including auto-enrolment, corporate pensions, flexible benefits, health and well-being and financial education

Why join?

Download our brochure to find out more about joining Tavistock Private Client:

HNW clients

Typically with £500,000+ investable assets

40+ staff

Across London, Cambridge and Norwich


Autonomy / Control over diary / Support on hand when needed

Whole of Market Advisory Service

ISA / GIA / Pensions / IHT / VCT / EIS / BR / UCIS / DB Transfers

Personal Wealth Management

Pension planning / Retirement planning / VCTs & EIS / Cash Flow modelling / IHT

Business Planning

Shareholder protection / Loan protection / Key person protection

Joint ventures

With accountancy and law firms, providing a one stop shop for financial planning

Flexible Charging Structure

1% – 3% initial / up to 1% ongoing

Dedicated Support Teams

Administration / Paraplanning

Employee Benefits

  • Auto enrolment & corporate pension
  • Group Risk
  • Simplicity Life
  • Health & Wellbeing
  • Flexible Benefits
  • Total Reward
  • Financial Education
  • Individual Financial Planning

Contact us today to learn more

If you have any questions or need more information, contact us below:

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