Beneficiaries

A Revolutionary thought for Clients

Your client will want to be sure that no matter how large or small their trust, award, inheritance or any other form of investment is, that their Trustees will be doing their best to ensure that the best possible result is achieved, importantly it is managed with due care and most crucially, it is protected for their future.

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Establishing Suitability

We are determined to work with you to make sure that the investment solution is suitable for your clients circumstances. We use investment tools and questionnaires to help us find the best outcomes for you.

Education

All investments carry risk. So, we ensure we spend quality time with you talking through the implications and risks of various investment solutions. We work to provide guidance and educational materials to all parties, ensuring good communication throughout.

Reporting

Monitoring and tracking of investment performance and risk in relation to your clients needs is an ongoing responsibility we take very seriously. We provide regular reporting and check suitability on a regular basis, making changes as and when necessary. Should their circumstances change, we adapt the underlying investments as necessary.

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

Minoj Arora

Tavistock Investments Plc manages personal wealth of tens of thousands of people, providing them with financial advice and access to investment products and services.

We do not charge for any meetings. We can come to you or you can visit us in our Mayfair Office.
Or you can call 0333 444 3 555 or email discover@tavistocklaw.com

Informed Client. Happy Client.

An increasing number of clients are more ‘savvy’ than in years past and have consequently become more demanding and discerning, looking to their Trustees to perform, to protect their money, their future and keep them informed at every turn. Only Tavistock Law provides an off-the-shelf service which is flexible enough to deliver a one-fits-all investment solution.

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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.

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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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