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THE DIGITAL INVESTMENT PLATFORM DEVELOPED FOR YOU AND YOUR CLIENTS
In addition to our ACUMEN range there are over 5,000 OEICs and Unit Trusts available across ISA, GIA and SIPP wrappers. Combined with various Tavistock model portfolios and individual ETFs, almost every client requirement can be catered for.
Whole of Market
Go paperless – 24/7 comprehensive digital reporting suite for both you and your client. Export PDF documents instantly for client reviews and allow the client to track investment performance online or via mobile.
Discover how much your clients could save
current platform fee (%)
THE Platform Fee
“People talk about this being an uncertain time. You know, all time is uncertain.
It was uncertain back in 2007, we just didn’t know it was uncertain.
It was uncertain on September 10th, 2001.
It was uncertain on October 18th, 1987, you just didn’t know it.”
PROVIDING PRODUCTS AND SOLUTIONS TO SUIT ALL NEEDS
A flexible stocks and shares ISA or Junior ISA, with all the standard tax benefits and contribution limits. The ISA is available from 10bps or less.
One product wrapper allowing unlimited contributions. As with the ISA, a clear pricing structure costing 10bps or less, and no minimum requirements.
A fully integrated SIPP with digital illustrations at the click of a button. £60+VAT per annum when in accumulation.
How to Guides
Access 24/7 to important documents, educational guides, product collateral and our library of instructional videos for advisers - and your clients
Reach out for support
Call our service team during business hours on 0330 123 9830 or email us with your queries. One of our experts will be glad to help.
If you have any questions or want more information, contact us below and leave a message:
The Tavistock Platform is powered by Platform One Ltd which is authorised and regulated by the Financial Conduct Authority № 542059. A registered company in England and Wales. №06993268. Registered Office: Peartree Business Centre, Cobham Road, Wimborne, Dorset, BH21 7PT