Tavistock, the platform : built for advisers and their clients
Value is always in our mind. 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.
value at its best
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.
choice at its best
Go paperless – comprehensive digital reporting, online & mobile, to suite both you and your client. Export PDF documents instantly for client reviews and allow the client to track investment performance online.
technology at its best
We provide a state-of-the-art, simple to use platform, able to service the investment and wrap requirements of both adviser and end client.
With value in mind, we launched this platform so that clients could benefit from institutional pricing regardless of their level of wealth.
- Exceptional value for money – platform pricing starts at 10bps with no minimum requirements
- All core tax wrappers and investment choices are available, suiting almost all financial planning needs
- A comprehensive digital reporting suite, encompassing ready-to-access management information
- Award winning technology – the technology powering our platform won ‘Best Online Platform’ at the Wealth & Money Management Awards, 2017.
WHY the Tavistock Platform?
Tavistock brings to Independent Financial Advisers and their clients, a secure platform for their investments accounts – a platform that has evolved from an ethos that stems from honour, vigilance and dependability. Three core traditional values that have driven us to pursue excellence and improvement in every aspect of what we do.
Tavistock is not just another platform. It is proprietary technology that has grown from ambition, our stated objective to make institutional standards of investments and returns available to private investors of any wealth.
The launch of Tavistock is no happenstance, but a planned step in the evolutionary and natural development of our DNA.
THE Platform for the future. THE Platform for you. THE Platform for your clients – because clients come first. They are family, part of your DNA, and very much a big part of ours.
THE Platform: built solely for you and your clients.
“If returns are going to be 7 or 8 percent and you’re paying 1 percent for fees, that makes an enormous difference in how much money you’re going to have in retirement.“
Discover how much your clients could save
current platform fee (%)
THE Platform Fee
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