Tavistock Investments (ISE:TAVI)

Tavistock Investments (ISE:TAVI)


Share Price
2.65 p
Change
0 (0.00 %)
Market Cap
£15.25 m
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Tavistock Investments

Tavistock Investments Plc is a UK wide financial services group. Currently over 300 advisers help 70,000 private clients look after £4bn of investments, of which our investment business currently manages just under £500m. Our services are based on the combination of traditional values and original thinking, producing revolutionary results.

The Group currently comprises three businesses...

EPIC: TAVI
Market: ISE:TAVI
52-week High/Low: 3.80p / 2.60p
Sector: Tech
Market Cap: £15.25 m
Website: tavistockinvestments.com
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Big Picture – A Deep Dive Examination of Tavistock Investments


Tavistock Investments Snapshot

We aim to set industry leading standards for financial advice and investment management and we recognise that this can only be achieved by putting the interests of the private investor at the heart of everything we do. We believe in the pursuit of excellence as a process of evolution. We understand that revolutionary thinking is the commitment to a continual stream of marginal gains.

The Group has separate advisory and investment management businesses. Tavistock Wealth delivers institutional quality portfolio management at a retail price, providing individuals with the benefit of collective buying power to ensure their portfolio management, platform and dealing charges are amongst the lowest in the industry. Our advisory businesses provide compliance, administration and accounting services to independent financial advisers (Tavistock Partners) and to financial advice firms (The Tavistock Partnership).  PB Financial Planning is a multi-award winning practice that provides independent financial advice and investment management services to higher net worth private clients

TAVISTOCK WEALTH

Tavistock Wealth provides advisers and their clients with institutional quality portfolio management, with fees, platform charges and dealing costs amongst the lowest in the industry.

TAVISTOCK PARTNERS

Tavistock Partners provides compliance, regulatory, administration and accounting services to independent financial advisers (IFAs). It offers a flexible Retirement Guarantee to principals looking to establish a succession plan and for whom the continuing care of their clients is important.

TAVISTOCK PARTNERSHIP

The Tavistock Partnership provides compliance and oversight services to financial advice firms.

 

Oliver Cooke

Chairman

Oliver has over 30 years of financial and business development experience gained in a range of quoted and private companies including over ten years’ experience as a Public Company Director. He has considerable experience in the fields of acquisitions, disposals, fundraisings, turnarounds, restructurings and strategic transformation. Oliver is a Chartered Accountant and Fellow of the Association of Chartered Certified Accountants.

Brian Raven

Chief Executive

Brian was Chairman of Blacksquare and has been involved in the financial services sector since 2010. He has a wide range of business experience, having held many sales and general management posts at senior management and board level, including running public companies on both AIM and the Official List. Most notably, in 1991 Brian founded Card Clear Plc, subsequently renamed Retail Decisions plc, a business engaged in combating the fraudulent use of plastic payment cards. He led the company until 1998 by which time it was an international group, listed on AIM, with a market capitalisation of some £100 million. As a principal, Brian has been responsible for identifying, negotiating and integrating numerous acquisitions, as well as for delivering organic growth.

Malcolm Harper

Sales Director

Malcolm is Sales Director for the Tavistock Advisory business and has been in the industry for 27 years. In 2003 he founded Abacus Associates, which he developed into one of the country’s leading Independent Financial Advisory firms. Under Malcolm’s management Abacus grew to an adviser force of 44 and assets under management of approximately £650m prior to joining the Tavistock Group in 2016.

Christopher Peel

Chief Investment Officer

Christopher was the founder and Chief Executive of Blacksquare (now Tavistock Wealth). He has more than 25 years’ experience in financial markets and began his career with Citibank in London before spending 11 years with Salomon Brothers International working with both traditional and alternative asset management companies. In 2003 he joined FIM Limited, a specialist alternative asset management group, where he was responsible for all fixed income investments which included allocations to government security, investment grade credit, high yield and directional macro trading strategies. He then joined Cardinal Asset Management where he was a managing director in the hedge fund business and was responsible for all fixed income investments.

James King

Managing Director – PB Financial Planning

James King is the Managing Director of PB Financial Planning (PBFP) which he founded within the Price Bailey accountancy practice, in 1998. PBFP is a multi-award winning firm that specialise in providing financial advice to high net worth private clients and employee benefit solutions to businesses. James has 28 years’ experience in financial services and for the three years prior to the acquisition of PBFP, he was an elected member of the Price Bailey Management Board. James is a Trustee of World Child Cancer and an ambassador for Fun for Young People, a charity based in Bedford where he lives.

Mark Evans

Business Development Director

Mark joined Tavistock PLC having worked within financial services since 1987. In 1996, he formed his own IFA brokerage in several locations  and since has successfully generated leads and business opportunities for his advisers. This culminated in MBO’s and Mark then moved to work in the private client sector. As well as running his own successful brokerage, Mark has excellent experience of working with the expat community and set up and ran a successful brokerage in Portugal. In 2012, he was recruited into Lighthouse Group as their first Business Development Executive. Mark recruited and mentored many new advisers and was promoted to Business Development Director. Six months later he was promoted to Managing Director of Lighthouse Financial Advice where he consolidated the separate divisions into one and helped increased the advisers’ earnings substantially.

 

Shareholder Shareholding %
Brian Raven 63,855,712 11.10%
Andrew Staley 55,953,204 9.73%
Lighthouse Group Plc 30,487,805 5.30%
Christopher Peel 29,618,627 5.15%
Kevin Mee 27,475,963 4.78%
Paul Millott 26,902,417 4.68%
Helium Rising Stars 26,873,378 4.67%
Oliver Cooke 26,188,556 4.55%

 

Nominated Adviser

Arden Partners
125 Old Broad Street
London
EC2N 1AR
Broker
Allenby Capital Limited
5 St Helen’s Place
London
EC3A 6AB

Solicitors

Harrison Clark Rickerbys
Overross House
Ross Park
Ross-On-Wye
HR9 7US

Auditors

Haysmacintyre
26 Red Lion Square
London
WC1R 4AG

Registrar and Receiving Agent

Share Registrars Limited
The Courtyard
17 West Street
Farnham
Surrey
GU9 7DR

Nominated Adviser
Arden Partners
125 Old Broad Street
London
EC2N 1AR

Broker
Allenby Capital Limited
5 St Helen’s Place
London
EC3A 6AB

Solicitors
Harrison Clark Rickerbys
Overross House
Ross Park
Ross-On-Wye
HR9 7US

Auditors
haysmacintyre
10 Queen Street Place
London
EC4R 1AG

Registrar and Receiving Agent
Share Registrars Limited
The Courtyard
17 West Street
Farnham
Surrey
GU9 7DR

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