Tavistock Partners Ltd

Independent Financial Adviser  All Saints House, Peterborough, PE8 5PU
First meeting at adviser's own cost
Top rated with a score of 34/35 in the FT Mystery shop
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Equity release
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Flexible mortgages
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Next home / Remortgaging
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Taxation planning
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EEA
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Rest of world
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
9.5/10
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FCA authorised
Last authorised 29th November 2021
Meet our advisers
MR Adrian Banks
Wealth Planner
What our clients say
Having a good and trusted financial adviser is beneficial to one's wellbeing and peace of mind. A financial adviser will fulfil many roles not dissimilar to those of the Doctor, Priest, Social Worker and Mortgage Lender. To provide personal and relevant advice s/he requires an in depth knowledge about the client's situation, beliefs and life style. The need for complete trust is an essential part of the relationship, and is based on the evidence of the adviser's manner, attitudes and quality of the advice provided. Mr Adrian Banks has provided me and my husband with just such a service over the past 14 years. Mrs L Z James
Mr & Mrs James, Cambridge
About us

We understand that while every client is unique, two things are key when it comes to your financial future-the need for clarity and certainty.
Your financial plan will:
*Clarify your current situation
*Provide an action plan describing how you
can achieve your future financial goals and
aspirations
*Give a visual representation of the financial
future you can look forward to by implementing our recommendations.
*Detail the financial road map or your future success

Your Plan sets out how to create,and protect your wealth, whilst ensuring the efficient distribution of your wealth to your chose beneficiaries.

Our services

The benefits to you.

Our aim is to instil a sense of confidence, clarity and certainty for all our clients. This is achieved through the delivery of your Financial Plan, a bespoke financial plan designed to help you understand what has to happen for you to live he life you desire, both now and in the future.

Rest assured in the knowledge that we will be there with you throughout your journey

Where to find us
Head office address: All Saints House, Barnwell, Peterborough, PE8 5PU
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£501,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
9.5/10
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FCA authorised
Last authorised 29th November 2021

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