“Honesty and integrity are by far the most important assets of an entrepreneur.”

Zig Ziglar
American Author – Cavett Award 2001

Tavistock Law’s independent financial advice service in relation to Trusts and Court of Protection is endorsed by the Law Society

Revolutionary Thinking
in PRIVATE CLIENT services

Tavistock Law are an Independent Financial Planning and Advisory Business that serves Private Clients by delivering an ‘off-the-shelf’ Trust Investment Management Service, endorsed by the Law Society to provide advice to all its members.

Our regulated Private Client advisers provide Trustees with independent financial advice on investment solutions for Trusts of any size. All individual investments are automatically accepted into the Tavistock Law Investment process, and will be fully invested into an appropriate fund, which may include our range of proven Acumen portfolios, which in itself includes our latest and specially designed Acumen Capital Protection Portfolio, shielded by a 90% contractual protection guarantee* on it’s highest ever value! This is one of the largest currently available in the market.

Our fees remain both fixed and competitive for Trusts of any size, so you will know from the outset that all will qualify for investment, no matter how big or small. Fees include client guidance (to help them understand the finances) and also fund performance reporting to ensure you automatically fulfil your regulatory obligations as Trustees. No need for beauty parades and cherry pickers! A fixed rate card is just a phone call away.

We can guide you through our simplified investment process; a proven, risk managed approach to minimise the time you need to spend in the planning and management of the finances. We explain the implications of any recommendations, thereby ensuring an appropriate and suitable investment tailored to the Trust and your client.

*The 90% contractual protection guarantee is 90% of the highest growth level at all times.  The initial investment will never fall below 90% of the initial investment.

Investments may fall as well as rise and past performance is not an indicator of future performance. You may get back less than your initial investment. Investing involves risks including loss of capital. Tavistock Law is a trading style of Tavistock Private Client Limited which is authorised and regulated by the Financial Conduct Authority (FCA). Members may be performing an act regulated by the FCA by introducing clients to Tavistock Law and members should seek legal advice on their regulatory position.

Our advisers’ primary motivation is to help Trustees create, manage and protect Trust investments to achieve the best possible result for your beneficiaries.

“Saving is a great habit but without investing and tracking, it just sleeps”

Manaj Arora

Our Focus is Trust

We are mindful of the Trustees’ responsibility for suitable solutions for the beneficiaries of any Trust or Court of Protection Award. Our strategic approach is to provide secure, risk averse, independent advice recommending investment solutions that combine broad diversification with clear and transparent pricing. We deploy appropriate checks and balances within risk and reward parameters.

Trustees

Your financial adviser will work with you to ensure that your clients receive suitable investment advice, designed to meet their needs within the trusts’ agreed parameters. This ensures investment into the appropriate portfolio to meet Trust objectives, with regular updates and communications  keeping you in control of your Trustee responsibilities.

BENEFICIARIES

We work with your trustees to provide advice and guidance to meet your specific, personal needs. This ranges from general investment guidance on establishing attitude to risk to finding a suitable investment portfolio to meet your expectations and needs.

ADVISERS

You have access to a dedicated  team of professionally qualified Independent  Private Client Advisers. Each adviser is an expert in providing bespoke  investment solutions to Trustee stakeholders. We deliver a consistent level of service and advice in jargon-busted language.

THE PROCESS

The investment process is simple. Complete the contact form below and our support department will contact you to arrange a consultation  and to gather the details of your investment  requirements. Your dedicated Adviser will walk you through every step of the process.

the technology

Every stage is stored on our system and accessible via our online reporting portal 24/7. We will provide secure login credentials for all Trustees. Tavistock Wealth have launched a Web and Mobile App, called i-stock, to provide all relevant people with the appropriate access on laptop, tablet and mobile.

Here to help you navigate your journey

The Tavistock Ethos

The ethos of the Tavistock Investments Group is founded on traditional values – honour, vigilance and dependability – enhanced by the relentless pursuit of excellence and improvement in every aspect of what we do.

Your best interests are at the core of everything that we and our advisers do on your behalf. We believe it’s our ability to build strong relationships with clients that is the key to success.

Revolutionary Thinking opens new doors

Go Red

We believe in acting as if what we do makes a difference, because it does. It helps everyone to be the best they can be, and that is our goal.

We want every person in our business to pursue improvement in every aspect of what we do, continually looking for ways we could become better.

This approach applied to our financial advice ensures that we deliver the best solutions to suit your circumstances and that your needs will always be at the heart of everything we do.

That’s Revolutionary Thinking.

Contact Us

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

If you would like to speak to one of our highly qualified and experienced advisers, please leave a message below, and we will have an adviser contact you as soon as possible.

Please also indicate which services you are particularly interested in:

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0333 444 3 555

Mayfair

16 Berkeley Street
London
W1J 8DZ

Tavistock Law’s independent financial advice service in relation to Trusts and Court of Protection is endorsed by the Law Society

Investing involves risks including loss of capital. Tavistock Law is a trading style of Tavistock Private Client Limited which is authorised and regulated by the Financial Conduct Authority (FCA). Members may be performing an act regulated by the FCA by introducing clients to Tavistock Law and members should seek legal advice on their regulatory position.

Tavistock Private Client Limited is authorised and regulated by the Financial Conduct Authority, FCA number 210782, and is a wholly owned subsidiary of Tavistock Investments Plc.

Registered in England Registered O­ffice: 1 Bracknell Beeches, Old Bracknell Lane, Bracknell RG12 7BW, Company Number 04298592.

The firm is not responsible for the content of external links.

Will Writing and Trusts are not regulated by the Financial Conduct Authority.

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