Chris has over 30 years’ experience in the marketing and creative arena. Tavistock plans to launch risk-based model portfolios, which are often tricky to run on third-party platforms, as part of its expansion plans. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. Learn from the Revolutionary Thinkers in our industry. Our opinion is that the client is often ignored in this industry in the quest for profitability, and we try very hard not to do that. Tavistock Group is an international private investment organization founded by Joe Lewis more than 40 years ago and built on a core philosophy: We strive for excellence in everything we do. Mark has over 21 years’ experience in financial services in leadership roles including Managing Director, Chief Operating Officer, Head of M&A and risk management. Tavistock bosses take pay cut amid uncertainty, Tavistock revenues stable despite adviser exits, Tavistock prepares for post-Covid comeback, sentenced to eight years in prison in 2019, banned by the Financial Conduct Authority. Chris is the architect of Tavistock Investments’ entire brand strategy and he oversees the marketing activity of all Group businesses. In 1996, he formed his own IFA brokerage in several locations and since has successfully generated leads and business opportunities for his advisers. This website is for information only. We also use third-party cookies that help us analyze and understand how you use this website. Overall, the group’s revenue jumped 5 per cent to £28.8m in the year to March, while its Ebitda rose by nearly a quarter (24 per cent) to £1.8m. Johanna is an accomplished Finance Director with 20+ years of professional achievement in Multinational companies.
When looking at potential firms, Mr Raven said Tavistock was primarily interested in owner-led businesses looking to sell and that any firm with a bad record in terms of compliance and suitability was “ruled out immediately”. Brian was Chairman of Blacksquare and has been involved in the financial services sector since 2010. In March the company raised £650,000 of equity capital in a share issuing, selling a minority stake (about 5 per cent) to a Hamon Investment Group, as part of a fundraiser for acquisitions. Tavistock Wealth delivers institutional quality portfolio management at a retail price, providing individuals with the benefit of collective buying power to ensure their portfolio management, platform and dealing charges are amongst the lowest in the industry. Tavistock Investments has paid out the best part of £400,000 to settle claims against “playboy” adviser Neil Bartlett in the past year.
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