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About Us - Tavistock Partners
http://tavistockpartners.com/sample-page/about-us
OUR VALUES AND YOU. ALTOGETHER GREATER. Our corporate mantra is quality over quantity and this affects every aspect of our business. Tavistock Partners aims to set industry leading standards for:. The supervision of advisers. The quality of investor experience. Tavistock Partners provides compliance, administration and accounting services to the independent financial advisers with whom the group has a closer relationship. It is the quality of our work which will please God and not the quantity. 2016 Tavi...
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Financial News - Tavistock Partners
http://tavistockpartners.com/sample-page/financial-news
OUR VALUES AND YOU. ALTOGETHER GREATER. Advisers becoming more social media-savvy - Intelliflo. September 2, 2016. Advisers are engaging more and more in social media, according to the third annual social media usage survey by software provider Intelliflo. Prando's Asset Management - Black list. September 2, 2016. What were you doing on Black Monday? How an adviser operated unqualified for almost three years. September 2, 2016. Cirencester Friendly unveils rider benefits for income protection contracts.
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Wealth Manager Interview - Tavistock Partners
http://tavistockpartners.com/wealth-manager-interview
OUR VALUES AND YOU. ALTOGETHER GREATER. Market Update Oct 2014 – What has changed. On June 19, 2015. Our Group CEO, Brian Raven, held his first in-depth interview with Citywire’s ‘Wealth Manager’ to talk about the Group philosophy and the long term objectives of the business. The full interview can be read here. Or downloaded as a pdf below. For further information about Tavistock Investments, Tavistock Partners or Tavistock Wealth, please contact us at investments@tavistockinvestments.com. Tavistock Inv...
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Adviser Proposition - Tavistock Partners
http://tavistockpartners.com/sample-page/adviser-proposition
OUR VALUES AND YOU. ALTOGETHER GREATER. Tavistock offers a flexible exit strategy for any principal(s) looking to establish a succession plan for their business and for whom the continuing care of their clients is important. The exit takes the form of a Retirement Guarantee, with the timing and deal shape selected by the principals from the following menu:. On a selective basis, principals may be invited to trigger the Retirement Guarantee immediately with the whole firm becoming part of Tavistock Partne...
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Investment - Tavistock Partners
http://tavistockpartners.com/sample-page/services/investment
OUR VALUES AND YOU. ALTOGETHER GREATER. Our sister company,. Manages a highly efficient and cost effective Centralised Investment Proposition (CIP) that is made available to clients of Tavistock. However, there is no obligation for any adviser to recommend the CIP to their clients. The future is about organic growth at Tavistock Investments. 8211; 12 July 2016. Tavistock Investments surges as it moves into the black Proactive Investors. 8211; 5 July 2016. 8211; 5th July 2016. 8211; 2 June 2016. Find out ...
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Marketing - Tavistock Partners
http://tavistockpartners.com/sample-page/services/marketing
OUR VALUES AND YOU. ALTOGETHER GREATER. Our marketing department helps advisers to keep their clients abreast of developments. This is done either by way of ad-hoc client mailings or via our quarterly e-newsletter, ‘On Track’. The team can assist with higher volume processes such as annual ISA campaigns or client transfers. The team also produces a range of company literature which advisers can use to inform clients of the products and services that they can offer. 8211; 12 July 2016. 8211; 5 July 2016.
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Finance - Tavistock Partners
http://tavistockpartners.com/sample-page/services/finance
OUR VALUES AND YOU. ALTOGETHER GREATER. Our finance department receives, reconciles and pays all adviser fees and commissions. By providing mid-month and month-end pay sheets, they enable advisers to keep an eye on what they have earned. Payments to advisers are made on a timely basis each month and where appropriate introducer payments can also be facilitated. The future is about organic growth at Tavistock Investments. 8211; 12 July 2016. 8211; 5 July 2016. 8211; 5th July 2016. 8211; 2 June 2016. Tavis...
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Tavistock Wealth - Tavistock Partners
http://tavistockpartners.com/tavistock-wealth
OUR VALUES AND YOU. ALTOGETHER GREATER. Tavistock Wealth manages investment portfolios (PROFILES) available to clients of the advisory businesses; Tavistock Partners and Tavistock Financial. Tavistock Wealth is authorised and regulated by the Financial Conduct Authority in the UK with FRN 568089 and is committed to delivering a cost effective and high quality service to retail investors. For more information about Tavistock Wealth click here: www.tavistockwealth.com. 2016 Tavistock Partners Limited.
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Sales Process - Tavistock Partners
http://tavistockpartners.com/sample-page/services/sales-process
OUR VALUES AND YOU. ALTOGETHER GREATER. We have developed a straightforward and easy to use sales process for advisers to use with their clients. The report pack includes initial engagement letters, fact finds and our industry leading attitude to risk questionnaire. All of the pack’s contents are regularly reviewed and endorsed by our external compliance support partners, Threesixty Services LLP. The future is about organic growth at Tavistock Investments. 8211; 12 July 2016. 8211; 5 July 2016. Tavistock...
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Administration - Tavistock Partners
http://tavistockpartners.com/sample-page/services/administration
OUR VALUES AND YOU. ALTOGETHER GREATER. The administration team is here to support advisers and make their lives as easy as possible. The team are well experienced in client services and will arrange, record and document client reviews as required. With a wealth of experience across both our business management system and partner platform, the team can provide training upon request. The future is about organic growth at Tavistock Investments. 8211; 12 July 2016. 8211; 5 July 2016. 8211; 5th July 2016.
