LOGIN TO THE PLATFORM PORTAL HERE :

YOUR DNA.
OUR DNA

THE PERFECT
COMBINATION

FOR CLIENT
FOR ADVISER

This site is intended for Finance Professionals only. Please click the button below to proceed to THE Platform website.
If you are not a Finance Professional, please exit this site.

I am a finance professional. M

[

scroll

THE DIGITAL INVESTMENT PLATFORM DEVELOPED FOR YOU AND YOUR CLIENTS

Value

With a charging structure starting from just 10bps for ISAs and GIAs, the platform offers exceptional value for money. Accumulation SIPPs carry an additional flat fee of £60+VAT per annum

Institutional Pricing 

Choice

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

Simplicity 

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.

Proprietary Technology

LOGIN TO THE PLATFORM PORTAL HERE :

Discover how much your clients could save

Enter values:

Result (per annum):

investment amount

£

current platform fee (%)

%
Result (per annum):

THE Platform Fee

£

client saving

£
This calculator incorporates the cost of an ISA, JISA and GIA only. SIPPs are subjected to an additional fee. See Platform Pricing here.

Interactive Investor, 10.11.20 - John Harrington

Tavistock Investments grows profits as cost-saving initiatives bear fruit

Read the article

FT Adviser, 10.11.20 - Rachel Mortimer

Tavistock platform launch imminent

Read the article

International Adviser, 10.11.20 - Robbie Lawther

UK wealth manage to launch
‘low cost’ platform

Read the article

Money Marketing, 10.11.20 - Sonia Rach

Tavistock to launch platform for retail clients

Read the article

“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.”

Warren Buffett

PROVIDING PRODUCTS AND SOLUTIONS TO SUIT ALL NEEDS

TAVISTOCK ISA

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.

TAVISTOCK GIA

One product wrapper allowing unlimited contributions. As with the ISA, a clear pricing structure costing 10bps or less, and no minimum requirements.

TAVISTOCK SIPP

A fully integrated SIPP with digital illustrations at the click of a button. £60+VAT per annum when in accumulation.

For any SIPP specific questions or information, please email : sipp@tavistockplatform.com
Why not contact us today to find out more about switching to a platform built for you and your clients

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:

15 + 5 =

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