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Investments

Access to a comprehensive range of funds and other securities is essential
TAVISTOCK CIP

ACUMEN Portfolios contain ETFs, giving exposure to thousands of underlying securities. They are traded daily, based on how the individual ETFs perform within defined risk parameters to match those you set with your clients.

plenty of choice

range of funds

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.

plenty of options

request an asset

If you cannot find a fund or an asset you are looking for, you can request for that asset to be made available on our platform. We will liaise with the Fund Manager or appropriate party for its inclusion online.
 

plenty of availability

TER and Initial Charge figures are as reported by our brokers.

Request for a new asset to become available on Tavistock - THE Platform

Our UK Wrap Platform provides a financially secure service designed for UK advisers, family offices, trustees, discretionary fund managers, and their top tier clients.

Leading edge technology is underpinned with a refreshingly personal service. Tavistock – THE Platform offers a unique combination of traditional, sophisticated and specialist financial products to meet the complex needs of clients of any level of wealth. Access to a comprehensive range of funds and other securities is essential. Tavistock currently offers over 5,000 funds – and it’s growing every week.

The support available is professional and expert. We will always treat you as we would expect to be treated ourselves. 

An online service that enables advisers to trade on behalf of their clients has become commonplace in the Wrap market. Tavistock also provides current and historic valuations, X-Ray functionality, online tax certificates, the facility to move funds from wrapper to wrapper, back office integration, non-custody asset valuations, online contract notes and our online illustration tool, all without having to pick up the phone. Tavistock provides everything you need to efficiently and effectively manage your client’s investments in one place.

Easy and efficient access to a globally diversified portfolio

“Buy a stock the way you would buy a house. Understand and like it such that you’d be content to own it in the absence of any market.”

Warren Buffet

Discover how much your clients could save

Enter values:

Result (per annum):

investment amount

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current platform fee (%)

%
Result (per annum):

THE Platform Fee

£

client saving

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

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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:

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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