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.

TAVISTOCK PLATFORM

Fees starting at 0.10%. View here.

AEGON

Fees starting at 0.16%. View here.

AVIVA

Fees starting at 0.25%. View here.

Latest Insights

Click to visit insight article
Read more
By Tavistock | May 2, 2025

Finding midlife balance

Midlife is often described as a time of transition. For many, this phase comes with a unique set of challenges: balancing family responsibilities, maintaining retirement savings, and pursuing personal goals. While it can feel overwhelming, a clear plan can help you manage competing priorities and stay on track for a secure financial future.

Click to visit insight article
Read more
By Tavistock | April 23, 2025

Time for a financial spring clean? Here’s where to start

Spring is a natural time for a reset — and that applies to your finances just as much as your home. Taking a little time now to get organised can help you feel more in control, reduce unnecessary costs, and make sure your plans still reflect what matters most to you.

Click to visit insight article
Read more
By Tavistock | April 11, 2025

Positioning portfolios in a protectionist world

US Vice-President JD Vance spelled it out in Munich – “there is a new sheriff in town” – and that sheriff’s policies are already having far-reaching consequences. While dealing with geopolitical uncertainties is clearly nothing new for long-term investors, Trump’s re-election has once again vividly highlighted the need for a sound investment approach based on careful planning and positioning of assets.

Contact us for more information about our platform proposition

This field is for validation purposes and should be left unchanged.

Website Terms and Conditions

I accept these Website Terms and Conditions