How are the ACUMEN Protection Portfolios performing? Click to find out.

Please note:

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.

“Pick out associates whose behaviour is better than yours and you’ll drift in that direction.”

Warren Buffett
Investment Billionaire

INVESTING
FOR ALL

“We know the myths. Investing is complicated and high-risk. You need millions in the bank. Or loads of free time. Or both. “It’s not for everyone.” Well, we think it is.

So we opened up our investments for your Independent Financial Adviser to access so that you can enjoy the benefit. 

If you would like to explore self-investing without taking advice from a Independent Financial Adviser, you can click the button below to access our self-investing app called i-Stock below, otherwise continue to explore our portfolios by continuing to scroll, and ask your Independent Financial Adviser to invest on your behalf.

If you don’t have a Independent Financial Adviser and would like us to arrange one for you, please click here.

Who we are

£1 Billion +

Managed for investors

Awards

See below

10,000 +

Investors like you

Regulated and secure

The Visionary Future of Investing – ETFs*

We have 10 portfolios to suit most investors bank balances, goals, and priorities. Explore our portfolios on this page and get your Financial Adviser to contact us to find out how they can work with us.

Once invested, our experts will manage your investment every day, and your Financial Adviser can manage your account online.

Our fees are simple – you only pay for us to manage your portfolio. Your Financial Adviser will discuss their fee and any platform fees.

* Learn more about ETFs and why they are the future of investing. 

GET YOUR Financial Adviser
TO CONTACT US today

What we do

We manage your money via a suite of Portfolios containing dozens of ETFs, giving exposure to thousands of underlying securities that we can trade daily, based on how they perform each and every day. We manage all the portfolios to perform within the risk parameters you set, so that it can grow into a sturdy and lasting shelter from the toughest of storms and drift towards a better place.

ETFs. Low Cost. Diversified. Daily Traded.

EXPLORE OUR PORTFOLIOS

Click any portfolio image below to see more fund details, how we invest, and performance:

Investing long-term

To speak to an Independent Financial Adviser who can help you make all the right decisions about investing in your future, complete the form below and we’ll put you in touch with one.

Complete the form below to receive a callback:

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.

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01753 867000

Head Office

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

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.