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.