Tavistock Partners Ltd
Our unique approach to Wealth Planning meets clients individual needs, and financial freedom and security in a changing world.
We can advise you on
Pensions & divorce
Pensions & retirement planning
Building your home
Buy my next home
Buy to let
Buying commercial property
Buying first home
High loan to value
Next home / Remortgaging
Right to buy
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Traded endowment policies
Savings for children
School fees planning
Accident & sickness
Income protection insurance
Payment protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 1st June 2020
Meet our advisers
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
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
*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
How to create,and protect your wealth, whilst ensuring the efficient distribution of your wealth to your chose beneficiaries.
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 Succession 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.
Being SOLLA accredited no matter what concerns you have we can help
FT top rated 34/35 March 2019.
Where to find us
Head office address: 19 St. James's Place, Greater London, London, SW1A 1NH
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
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