“Honesty and integrity are by far the most important assets of an entrepreneur.”
Zig Ziglar
American Author –Â Cavett Award 2001
Tavistock Law Manages
Trust Values
Revolutionary Thinking
in PRIVATE CLIENT services
Tavistock Law are an independent Financial Planning and Advice Business servicing Private Clients delivering a turnkey Trust 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% protection contractual guarantee on it’s highest ever value! – 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 hold your hand throughout 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.
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.
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 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.
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 download and 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.
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
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 as soon as possible.
Please also indicate which services you are particularly interested in:
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 OÂffice: 1 Bracknell Beeches, Old Bracknell Lane, Bracknell  RG12 7BW, Company Number 04298592
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