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Tavistock

Two businessmen successfully signed a contract

Companies | 11 Sep 25

Tavistock buys hybrid advice firm Lifetime Financial Management for £6m

The deal is subject to approval from the FCA

M&A Deals | 1 Oct 24

Saltus acquires Tavistock’s financial advice businesses for £37.7m

The new combined businesses will have assets under advice and management of over £7bn and more than 300 staff

Companies | 9 Jul 24

Tavistock ends deal with Titan Wealth citing unacceptable performance

Tavistock has a network of more than 400 advisers and other business introducers working with more than 110,000 UK retail clients

Companies | 11 Apr 23

Tavistock splashes out £7m on protection business

It is the ‘first significant acquisition’ in the next phase of group’s growth plan

Companies | 20 Dec 22

Tavistock boosts funds for acquisition warchest

Firm admits it is currently engaged in discussions with several M&A targets

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.