Tavistock Investments PLC
Financial planning, investment management and protection for UK private clients, self-employed advisers and employers
About Tavistock Investments PLC
Tavistock Investments PLC is a UK financial services group. Its offering covers financial planning, investment management, life and critical illness protection, employee benefits and a DIY investing platform. Its subsidiaries include Tavistock Private Client, Tavistock Asset Management and Tavistock Protect. The group also runs a network for self-employed independent financial advisers, providing regulatory oversight, technology, administration, training and accountancy services.
Customers are private individuals, predominantly higher net worth private clients, along with self-employed financial advisers in the network and corporate clients for employee benefits. The website reports over 1bn in assets under advice, 200 advisers, 60K clients and 350 corporate clients.
The company is registered in the UK with its headquarters in Ascot. The registry gives a founding date of 8 March 2004, while the website states that the group's AIM-quoted vehicle was established in 2013. Brian Raven, Chief Executive, co-founded the business with Chairman Oliver Cooke. The group has made acquisitions since 2014, including Tavistock Partners, Abacus Associates, Independent Financial Solutions and Alpha Beta Partners.
Product: Financial planning, investment management, life and critical illness protection, employee benefits and a DIY investing platform.
Jobs at Tavistock Investments PLC
Leadership
- Brian Raven · Chief ExecutiveSource: company website
- Johanna Rager · Group Finance DirectorSource: company website
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Website technologies
Tools and platforms detected on this company’s website, grouped by purpose. Dates record when Evolc observed them.
Analytics
- Google Analytics 4High confidence
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Content delivery
- FastlyHigh confidence
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- Response headerx-served-by
- Response headerx-served-by
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Content management
- WordPressHigh confidence
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- Website resourcedeclared script/iframe or software asset
Forms
- Google reCAPTCHAHigh confidence
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Frontend frameworks
- jQueryHigh confidence
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- Website resourcedeclared script/iframe or software asset
Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.