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A team of support experts available to help every business hour
We have a team of experts available to answers your question or help guide you through using our service, with various options to get in touch
How to guides
We have a dedicated page here on the website to help you through using the platform and managing your account and your clients details and money
video tutorials
We have produced a series of short and descriptive videos to help you through our processes from signing in to making an investment application.
Our approach to and philosophy on Customer Service, can be summed up by a prominent Indian Lawyer, Political Activist, and Inspiration to a worldwide audience:
“A customer is the most important visitor on our premises, he is not dependent on us. We are dependent on him. He is not an interruption in our work. He is the purpose of it. He is not an outsider in our business. He is part of it. We are not doing him a favour by serving him. He is doing us a favour by giving us an opportunity to do so.”
Mahatma Gandhi
Excellence in customer service – meeting and surpassing expectations
“The best thing I did was to choose the right heroes.”
Warren Buffet
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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:
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