INVESTING FOR EVERYONE

Contact Us

Complete the form below to arrange a discovery meeting

Contact Us

We would love to answer any questions and/or schedule a free consultation. Please call us or send us an email by completing the form below.

If you would like to speak to an adviser in your local area, please leave a message below (including your postcode), and an adviser will contact you as soon as possible.

Please also indicate which services you are particularly interested in:

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01753 867000

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Head Office

1 Bracknell Beeches, Old Bracknell Lane, Bracknell, RG12 7BW

Tavistock Wealth

The value of an investment in the ACUMEN Portfolios or Tavistock PROFILES may fall as well as rise. Past performance should not be seen as an indication of future performance.

Tavistock Wealth Limited is registered in England and Wales (company number 7805960) and authorised and regulated by the Financial Conduct Authority (FRN 568089).

Tavistock Wealth does not provide financial advice and this website is not a recommendation that any particular investment decision is suitable for any particular person. Therefore the information contained within this website is provided for informational purposes only. The value of investments can do down as well as up.

We are currently reviewing the need to publish details of shareholder engagement policies and investment strategy. We will update our website once our review is complete.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves.
To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

Discover Self-Investing

investing made easy

SELF INVEST USING
i-stock

We created an online do-it-yourself investment App, one you can use on your desktop, tablet or mobile.

Whilst we will not provide advice to you on what to invest in, we can provide guidance on all options so that you can make your own informed decision on which of our portfolios will best suit your attitude-to-risk. This way, your i-Stock investment account will be completely free to run, we will never charge you a fee.

We have 10 portfolios to suit most investors bank balances, goals, and priorities. You can set up an account in just a few clicks from as little as £50.

From there, our experts manage your investments every day, while you can check in and access your money whenever you like, online or via the app.

Our fees are simple – you only pay for us to manage your portfolio. No platform or admin fees.

We will help you all the way through, and are excited to help you get started on your journey. Please click the button below to go through to the i-Stock website or click anywhere outside this information box to shut this overlay and return to Tavistock Wealth website.

Discover self-investing at i-Stock