About TAVISTOCK WEALTH

Every revolution was first a thought in one man’s mind
 

Tavistock Wealth manages over £1bn of assets on behalf of retail clients

Our services are based on a combination of traditional values and revolutionary thinking, producing ethical and consistent net returns.

We provide retail clients with access to institutional quality portfolio management at a retail price. We do this by partnering up with the most successful risk manager in our industry.

 

We believe that an actively managed, globally allocated, multi-asset portfolio, comprised of low-cost Exchange Traded Funds (ETFs), with diversified holdings in equity, bond, commodity and property markets, is statistically more likely to outperform a traditional active manager.

 

Traditional Values

The ethos of the Tavistock Investments Group is founded on traditional values – honour, vigilance and dependability

Revolutionary Thinking

Our ambition is to be regarded as a revolutionary business that creates professional investment standards

Professional Team

We employ positive, creative thinkers, all sharing one business identity and one set of values and goals

Customer Centric

Our aim is to always do the right things, the right way, for the right reasons, by doing what’s best for every investor
Our Ethos and Values
have funded our continued growth
Tavistock Wealth is a subsidiary of Tavistock Investments Plc, the UK wide financial services group. From inception in 2013, Tavistock has grown to manage over £1bn on behalf of retail clients.

£FUM (Billions)

Our Ethos and Values
have funded our continued growth
Tavistock Wealth is a subsidiary of Tavistock Investments Plc, the UK wide financial services group. From inception in 2013, Tavistock has grown to manage over £800m on behalf of retail clients and acquired PB Financial Planning in November 2016.

£FUM (Millions)

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