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Tech Capital
EPIC: TAVI
Market: ISE
52-week High/Low: 3.80p / 2.70p
Sector: Tech
Market Cap: 16.40M

Tavistock Investments Plc is a UK wide financial services group. Currently over 300 advisers help 70,000 private clients look after £4bn of investments, of which our investment business currently manages just under £500m. Our services are based on the combination of traditional values and original thinking, producing revolutionary results.

The Group currently comprises three businesses...

Tavistock Investments

tavistockinvestments.com

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Big picture - Why invest in Tavistock Investments

Tavistock Investments Snapshot

We aim to set industry leading standards for financial advice and investment management. We believe in the pursuit of excellence as a process of evolution. We understand that revolutionary thinking is the commitment to a continual stream of marginal gains.

The Group has separate investment management and advisory businesses. 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. Our advisory businesses provide compliance, administration and accounting services to independent financial advisers (Tavistock Partners) and to financial advice firms (The Tavistock Partnership). Tavistock Private Client is a multi-award winning practice that provides independent financial advice and investment management services to higher net worth private clients.

Collective buying power ensures that every person’s investments are protected in globally diversified portfolios, holding over 18,500 positions across 9 primary asset classes and 100 countries; at charges that are amongst the lowest in the industry.

Each investor portfolio is continuously managed to the highest standard of regulatory and tax compliance and to the level of risk agreed with each client at the outset.

TAVISTOCK WEALTH
Tavistock Wealth provides advisers and their clients with institutional quality portfolio management, with fees, platform charges and dealing costs amongst the lowest in the industry.

TAVISTOCK PARTNERS
Tavistock Partners provides compliance, regulatory, administration and accounting services to independent financial advisers (IFAs). It offers a flexible Retirement Guarantee to principals looking to establish a succession plan and for whom the continuing care of their clients is important.

TAVISTOCK PARTNERSHIP
The Tavistock Partnership provides compliance and oversight services to financial advice firms.

 

Oliver Cooke
Chairman

Oliver has over 30 years of financial and business development experience gained in a range of quoted and private companies including over ten years’ experience as a Public Company Director. He has considerable experience in the fields of acquisitions, disposals, fundraisings, turnarounds, restructurings and strategic transformation. Oliver is a Chartered Accountant and Fellow of the Association of Chartered Certified Accountants.

 

Brian Raven
Chief Executive

Brian was Chairman of Blacksquare and has been involved in the financial services sector since 2010. He has a wide range of business experience, having held many sales and general management posts at senior management and board level, including running public companies on both AIM and the Official List. Most notably, in 1991 Brian founded Card Clear Plc, subsequently renamed Retail Decisions plc, a business engaged in combating the fraudulent use of plastic payment cards. He led the company until 1998 by which time it was an international group, listed on AIM, with a market capitalisation of some £100 million. As a principal, Brian has been responsible for identifying, negotiating and integrating numerous acquisitions, as well as for delivering organic growth.

 

Roderic Rennison
Non-executive Director

Roderic has spent more than 35 years in financial services encompassing a variety of roles including sales, strategy, product development, proposition, operations and latterly acquisitions, mergers, and integrations together with corporate affairs, risk and regulatory matters. He provides consultancy services in the financial services sector to a range of providers, fund managers and intermediaries and particularly specialises on RDR, for which he chaired the professionalism and reputation work stream within the Financial Services Authority. Roderic is a member of the Chartered Insurance Institute’s Disciplinary Committee, having previously been a member of its Professional Standards Board and Executive Board.

 

Peter Dornan
Non-executive Director

Peter has spent more than 40 years in the financial services industry. Having joined AEGON in 1981 as a sales consultant he progressed through a series of sales and general management positions to being appointed to the executive management board in 1999. He had executive responsibility for post-acquisition integration of a number of businesses including Guardian Assurance, Positive Solutions and Origen. Peter was also responsible for Scottish Equitable International in Luxembourg from 1996 until 2002 and was appointed chairman of AEGON Ireland when it was launched in 2002. Since 2012, Peter has acted as a consultant to a number of businesses within the financial services sector with a particular emphasis on governance, risk management and financial controls.

 

 

As at 13 April 2018, the Directors have been notified of the following significant shareholdings in the Company, including those in excess of 3%, as follows:

 

 

Shareholder Shareholding %
Brian Raven 63,855,712 11.89%
Andrew Staley 52,294,667 9.73%
City Financial 48,333,333 9.00%
Christopher Peel 29,618,627 5.51%
Kevin Mee 27,066,666 5.04%
Paul Millott 27,000,000 5.03%
Malcolm Harper 26,400,000 4.91%
Oliver Cooke 26,188,556 4.88%

 

Nominated Adviser
Arden Partners
125 Old Broad Street
London
EC2N 1AR
Broker
Allenby Capital Limited
5 St Helen’s Place
London
EC3A 6AB

Solicitors
Harrison Clark Rickerbys
Overross House
Ross Park
Ross-On-Wye
HR9 7US

Auditors
Haysmacintyre
26 Red Lion Square
London
WC1R 4AG

Registrar and Receiving Agent
Share Registrars Limited
The Courtyard
17 West Street
Farnham
Surrey
GU9 7DR

Nominated Adviser
Arden Partners
125 Old Broad Street
London
EC2N 1AR


Broker
Allenby Capital Limited
3 St Helen’s Place
London
EC3A 6AB


Solicitors
Harrison Clark Rickerbys
Overross House
Ross Park
Ross-On-Wye
HR9 7US


Auditors
Haysmacintyre
26 Red Lion Square
London
WC1R 4AG


Registrar and Receiving Agent
Share Registrars Limited,
Suite E – First Floor,
9 Lion & Lamb Yard
Farnham
Surrey
GU9 7LL

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