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 morelessInvestment 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 morelessHomes & 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 morelessFamily 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 morelessRetirement & 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 morelessSmall 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 morelessFinancial 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
Preparing for the Retirement you Dream of
Planning for retirement is essential to secure the future you envision. With the ever-changing economic landscape and personal dreams for a fulfilling life post-work, understanding and preparing for the costs and strategies involved is more important than ever.
Guide to Venture Capital Trusts
Established by the government in 1995, VCTs provide capital to entrepreneurial ventures, often resulting in significant economic growth and innovation. Investors in VCTs can benefit from various tax incentives, making these trusts an attractive option for those willing to accept higher risk for potentially higher rewards.
Will you need to delay retirement
If you want to avoid delaying your retirement for financial reasons, now is the time to take action and ensure your pensions are on track. With the help of an adviser, you can work out your retirement goals and how best to reach them. Here are some of the key considerations.