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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Brian Raven talks to Proactive Investors

proactiveinvestors.co.uk Watch the Video Click...

Christopher Peel appears on Financial Times Video

Financial Times Watch the Video Click the image...

Beware the hidden duration risk of gilts


Christopher Peel appears on CNBC Squawk Box Europe

CNBC Watch the Video Click the image...

Tavistock Investments launches three new funds


Tavistock Investments launches three new funds

New Model Adviser

Tavistock hires Lighthouse director in development role

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Price Bailey opportunity ‘too good to miss’ says Tavistock’s Raven

Proactive Investor Broadcast Brian Raven, Chief...