The Tavistock Investments GroupRevolutionary Thinking
Tavistock Investments Plc is a UK wide financial services group.
Over 300 advisers help 70,000 private clients look after £4bn of investments, of which £800m+ is managed by our investment business, Tavistock Wealth. Tavistock’s services are based on traditional values combined with revolutionary thinking – original thinking that has the potential to make a significant difference. The pursuit of excellence is evolutionary and we are committed to delivering marginal gains in every aspect of our business.
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 the 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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