Platform Proposition

At Tavistock, clients have their accounts hosted via an online service where all of their administration, custody and dealing needs are taken care of. As part of our offering, we are available to offer Tavistock advisers industry leading fees across a number of platforms.

Our own tiered platform fees begin at 0.10% (reducing to 0.05% and 0.02% as investments reach £1.5m and £2m respectively) and we have also been able to negotiate market leading rates on both:

  • Aegon ARC (starting at 0.16% and reducing to 15% above £250,000, and then 0% over £500,000) and
  • Aviva (starting at 0.25% and reducing to 0.10% above £75,000)

This exercise is designed to make the process for advisers as simple, and financially beneficial for their clients, as possible. We will strive to further improve these fees over time and will look to repeat these savings for our clients across other platforms in due course.


Fees starting at 0.10%. View here.


Fees starting at 0.16%. View here.


Fees starting at 0.25%. View here.

Latest Insights

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By Tavistock | November 28, 2023

Care home fees are rising – have you made a plan?

The importance of saving for retirement is shouted from the treetops – but a topic that gets less attention is paying for long-term care in old age.

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By Tavistock | October 11, 2023

Equity release – Do I take the plunge?

Retired people looking for a boost to their income can use the value of their home to access cash.

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By Tavistock | August 30, 2023

Five reasons why you should consider life cover

Life cover is an important part of financial planning – it might not be first on your list of priorities and as a result is commonly overlooked. Life insurance pays out a lump sum on your death which can be a lifeline for those you leave behind.

Contact us for more information about our platform proposition

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