Advantage

When a client chooses to invest
they trust you to select the best investment option.

 

OUR EXPERTISE IS IN MANAGING RISK

IT IS OUR ONLY FOCUS

ACUMEN PORTFOLIOS ARE OPTIMISED BY TAVISTOCK PRIMARILY USING iSHARES

An innovative approach to help evaluate and build portfolios.
World class risk management technology and portfolio construction expertise.
PROVIDE YOUR RETAIL CLIENTS WITH INSTITUTIONAL QUALITY PORTFOLIO MANAGEMENT

Provide your retail clients with institutional quality portfolio management

TAVISTOCK WEALTH ASSETS UNDER MANAGEMENT
TOTAL AUM
£1BN+

Chief Investment Officer, Christopher Peel, oversees a research driven investment process. This combines quantitative, qualitative and operational due diligence across the fund management sector.

All ACUMEN Portfolios are set specific volatility parameters and are constantly monitored by our analysts. This ensures strict adherence to the criteria set by the Tavistock Wealth Investment Committee.

THE BENEFITS OF OUR PROPOSITION:

We look after:

The administrative burden of running model portfolios
The compliance burden of conducting portfolio re-balances on an advisory basis
The investment management burden of running your own portfolios

…so you can look after your own ROI:
Reduce your risk of client complaints. Organise your client bank. Increase your valuation.

join the tavistock revolution

Complete the form below to find out more

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 one of our team, please leave a message below leaving your postcode, and we will have someone contact you as soon as possible.

Please also indicate the level of investments you advise upon and the portfolios you are interested in:

Size of Investment and Portfolios interested in:

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01753 867000

Head Office

1 Bracknell Beeches, Old Bracknell Lane, Bracknell, RG12 7BW

The value of an investment in the ACUMEN Portfolios or Tavistock PROFILES may fall as well as rise. Past performance should not be seen as an indication of future performance.

Tavistock Wealth Limited is registered in England and Wales (company number 7805960) and authorised and regulated by the Financial Conduct Authority (FRN 568089).

The content of this site is for professional financial advisers working in the United Kingdom. It is not aimed at the general public.

We are currently reviewing the need to publish details of shareholder engagement policies and investment strategy.
We will update our website once our review is complete.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves.
To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.