LOGIN TO THE PLATFORM PORTAL HERE :
[

scroll

the platform

efficiently and effectively manage client investments in one place

collate

House all of your clients under one roof

EASY to control

populate

Submit applications in a few clicks

EASY to complete

Manage

All investments in one dashboard

EASY to review

In keeping with Tavistock’s objective to bring institutional class investment capability to retail clients, The Tavistock Platform will deliver institutional level pricing to retail clients, lowering the cost of investing. This along with market leading functionality and whole of market choice (including Tavistock’s own solutions) is designed to provide advisers using the Platform a competitive advantage in delivering great outcomes for clients. This is a key propositional component in Tavistock’s growth strategy.

consolidate and MANAGE all CLIENT investments in one place

“When trillions of dollars are managed by Wall Streeters charging high fees, it will usually be the managers who reap outsized profits, not the clients.

Warren Buffet

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

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.

5 + 11 =

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