Tavistock Investments Plc

Company Overview

Tavistock owns both an IFA/advisory business (“Tavistock Advisory”) and an Investment Management business (“Tavistock Wealth”). A key strategy of the Group is to accelerate the growth in FUM handled by Tavistock Wealth which, due to the fixed cost base nature of the Tavistock Wealth business, will lead to an accelerated increase in Group profitability. Key to growing FUM in Tavistock Wealth is the Tavistock IFA/advisory business which it uses as a distribution platform for its Tavistock Wealth product. Now that the Tavistock Wealth funds are building a track record of outperformance, the Group is also opening up a second distribution channel by offering its investment management services to 3rd party advisory firms.
 

Date Reports Available Download
12 September 2017 FY Results & Disposal 5 pages
23 December 2016 Interims for the period ended Sept 2016 5 pages
02 December 2016 Acquisition of Price Bailey Financial Planning 12 pages