Tavistock Partners

Providing specialist financial management, financial planning and tax saving opportunities tailored to your personal requirements.

Abacus Associates is a trading style of Tavistock Partners (UK). Duchy Independent Financial Advisers is a trading style of Tavistock Partners Limited.

We take pride in tailoring our advice to meet the specific needs of our clients.​ We provide regulatory oversight, technology, administration, training and accountancy services to a self-employed IFA network.

Receive expert, independent advice and support across a wide variety of areas shown below – all designed to help you achieve your lifestyle ambitions and goals delivered by our highly qualified staff.

Life throws up surprises with alarming regularity. None of us have a crystal ball to warn when these things may happen, so the only solution is to develop and manage a plan to help you cope with surprises whilst ensuring you grow your wealth to achieve your goals and dreams.

Our corporate team are also able to deliver the financial tools to help your business attract, engage and retain valuable people, to make sure they continue to contribute to success.

What we do

Financial planning

The life-long process of managing your finances to help achieve your goals and dreams. It can help you determine both your short and long-term financial goals, as well as create a balanced plan to meet them.

Read moreless

Investment planning

A good investment strategy will act like a reliable engine, delivering returns which will hopefully help you achieve your financial goals. While we can never separate the link between risk and return, we will ensure that an investment strategy is appropriate for you in terms of your risk profile and most importantly your capacity for loss.

Read moreless

Homes & mortgages

Whether buying or renting a property, there are many stages of planning required to establish affordability and sustainability to ensure that your home remains your home over time.

Read moreless

Family matters

Raising a family can be full on. The ups and downs of life can have an effect on your family and the budgets you set, so planning how to cope with births, deaths, marriages and divorces can be a great help.

Read moreless

Retirement & pensions

Early on in your career you might not be of the mindset that a pension is important but you’re never too young to start saving for life’s later years. The earlier you start, the more it will benefit you in the long run.

Read moreless

Small businesses

Setting up and running your own small business for the first time can often sound easier than it is. The road to success is littered with the remains of many failures. There’s a lot to consider and many financial boxes need ticking to ensure your business runs smoothly.

Read moreless

Financial planning for teachers

We have over 100 years experience in providing financial advice to teachers and their families. We also offer complementary talks at schools so that teachers can make informed financial decisions.

Our range of services cover all stages in life:

CREATE

ISAS, JUNIOR ISAS, OTHER GENERAL INVESTMENTS TO SUIT YOUR NEEDS

BUILD

MORTGAGES, BUY-TO-LET, OTHER BORROWING, CASH MANAGEMENT

PROTECT

INCOME PROTECTION, LIFE INSURANCE, CRITICAL ILLNESS, LATER-IN-LIFE

ENJOY

PENSIONS, TRUSTS, EQUITY RELEASE, WILLS, INHERITANCE & ESTATE PLANNING

Latest Insights

Click to visit insight article
Read more
By Tavistock | February 21, 2024

Pension Priorities for 2024

Retirement planning is for more than just those preparing to finish work; far from it. Engaging with your pensions is essential no matter what your age.

Click to visit insight article
Read more
By Tavistock | February 15, 2024

Tax Allowances and Contribution Limits 2023/24

How quickly the time flies; with January now a memory and Easter around the corner, our thoughts turn to key dates in the financial calendar.

Click to visit insight article
Read more
By Tavistock | January 18, 2024

Active vs Passive Investing

The debate about which is better – active or passive funds – has been raging for years among investment professionals.

Contact us today to learn more about planning for your financial future

If you have any questions or would like to arrange a free consultation, contact us below:

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

Website Terms and Conditions

I accept these Website Terms and Conditions