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Revolutionary Thinking
for TRUST INVESTMENTS

Tavistock Law

Tavistock Law delivers a turnkey service to all members of the Law Society. Our regulated Private Client advisers provide Trustees with independent financial advice on investment solutions for Trusts and Court of Protection awards of any size.

We hold your hand throughout our simplified investment process; a proven, risk managed approach to optimise the time you need to spend. We explain the implications of any recommendations, thereby ensuring an appropriate and suitable investment tailored to the Trust and your client.

Revolutionary Thinking
for TRUST INVESTMENTS

Tavistock Law

Tavistock Law delivers a turnkey service to all members of the Law Society providing independent financial advice and investment management via its network of Regulated Private Client Financial Advisers and will be able to guide Trustees on Investment Solutions for Trusts and Court of Protection Awards of any size.

We hold your hand throughout our simplified investment process; a proven, risk managed approach to optimise the time you need to spend. We explain the implications of any recommendations, thereby ensuring an appropriate and suitable investment tailored to the Trust and your client.

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.

With Revolutionary Thinking – we can achieve your goals together

Our advisers’ primary motivation is to help Trustees create, manage and protect Trust investments

Trust Values

 

Focus on Trust

We are mindful of the Trustees’ responsibility for suitable solutions for the beneficiaries of any Trust. 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 dedicated adviser will inform your investment decision-making, to help you manage risk within your prescribed and 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 provide educational materials and  guidance for both Trustees and beneficiaries. This covers general investment guidance on how to establish attitude to risk, assess investment suitability, as well as specific recommendations to meet your needs.

Our 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. Just 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. We will soon be launching a Web and Mobile App 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.

Complete the form below to receive a callback

Contact Us

We would love to answer any questions 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 leaving your postcode, and we will have an adviser contact you.

Please also indicate which services you are particularly interested in:

Size of Trust:

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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.