Tavistock Investments Plc
Tavistock Investments Plc
Tavistock Investments Plc 1 Bracknell Beeches, Bracknell RG12 7BW United Kingdom
Founded on 2004, Tavistock Investments Plc is a UK-based investment company that is engaged in the offering of support services to a network of independent financial advisories (IFAs) and the provision of investment management services. The company aims to set industry leading standards for financial advice and investment management that are achieved by offering quality services to private investors. The company’s shares are listed on the London Stock Exchange as LON: TAVI since 2015. The company acquired Tavistock Partners & Tavistock Wealth in 2014 and launch DFM services. In 2015 and 2016, the company acquired Tavistock Financial & Duchy and Abacus Associates & Tavistock Private Client, respectively. It further launched guaranteed products and Tavistock RAIF and i-Stock app in 2018 and 2019, respectively.
The company has separate advisory and investment management businesses. The PB Financial Planning offers independent financial advice and investment management services to higher net worth individuals. Its advisory businesses offer administration, compliance, and accounting services to its independent financial advisers (Tavistock Partners and Abacus Associates) or to financial advice firms (The Tavistock Partnership). Its Tavistock Wealth business offers institutional quality portfolio management at a retail price that benefits individual with collective buying power to make sure that their portfolio management, dealing charges and platform charges are affordable and lowest in the industry. The Tavistock Investments Advisory Firms is engaged in taking care of the personal wealth of more than 10,000 people and offers them financial advice with investments products and services that were previously only available to financial institutions and professional investors. The Tavistock partners and Abacus Associates offer a proper financial planning and advice service to all wealth level individuals and corporate advice for businesses of any size.
The company launched its direct-to-customer (D2C) investment app, i-Stock in 2019, which allows all wealth level investors and customers to invest money in an ISA or General Investment Account to take advantage of annual tax benefits. The app has no account fee and an individual can invest as little as £50 per month or a one-off payment of £500.
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