House all of your clients under one roof
EASY to control
Submit applications in a few clicks
EASY to complete
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.
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.
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