Tavistock Partners Ltd

Independent Financial Adviser  19 St. James's Place, London, Greater london, SW1A 1NH
First meeting at adviser's own cost
Our unique approach to Wealth Planning meets clients individual needs, and financial freedom and security in a changing world.
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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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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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Group risk
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Adrian Banks
Senior Consultant
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

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 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
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£1,000,000
Advice methods
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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
9.0/10
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FCA authorised
Last authorised 19th October 2020

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