Overview

We aim to set industry leading standards for financial advice and investment management and we recognise that 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. We understand that revolutionary thinking is the commitment to a continual stream of marginal gains.

The Group has separate advisory and investment management businesses. Tavistock Wealth delivers institutional quality portfolio management at a retail price, providing individuals with the benefit of collective buying power to ensure their portfolio management, platform and dealing charges are amongst the lowest in the industry. Our advisory businesses provide compliance, administration and accounting services to independent financial advisers (Tavistock Partners) and to financial advice firms (The Tavistock Partnership).  PB Financial Planning is a multi-award winning practice that provides independent financial advice and investment management services to higher net worth private clients

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