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

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By Tavistock | April 16, 2024

New tax year: Spring clean your finances

As the calendar pages turn to a new tax year, it’s a perfect moment for a bit of financial spring cleaning. With the arrival of the new tax year, there’s a fresh opportunity to review, reset, and rejuvenate your financial strategy. Whether you’re aiming to grow your savings, optimize your investments, or just get a clearer picture of where you stand, now is the time to take action. Here are some the things to consider early on in a new tax year.

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By Tavistock | March 27, 2024

Surmounting bias, fostering mentorship and paying it forward: Amy Chidgey

In celebration of International Women’s Day 2024, Tavistock Investments is shining a spotlight on some of our colleagues and their journeys within the finance and investment sector.

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By Tavistock | March 19, 2024

Lifetime ISAs Explained

An ISA is a valuable tax wrapper around your savings and investments. Paying no tax means your savings and investments can grow faster.

Contact us for more information about our platform proposition

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