WE CAN WHITE-LABEL OUR OFFERING FOR YOU…
OUR INVESTMENTS. OUR EXPERTISE.
You can focus on writing new business and establishing new client relationships.
TAKE YOUR BUSINESS TO THE NEXT LEVEL
BECOME A MODERN DAY WEALTH MANAGER
LET’S LOOK AT WHAT YOU GET:
RUN YOUR OWN MODEL PORTFOLIO SERVICE
We will provide:
Model portfolios with the name of your choosing
Marketing literature to suit your clients and preferences
Branded monthly factsheets to suit your requirements
Branded monthly performance email
Customised mailing list of your clients
Compliance approval for all of the above
YOU GET YOUR TIME BACK
TO WRITE NEW BUSINESS
We look after:
The administrative burden of running model portfolios
The compliance burden of conducting portfolio re-balances on an advisory basis
The investment management burden of running your own portfolios
…so you can look after your own ROI:
Reduce your risk of client complaints. Organise your client bank. Increase your valuation.
join the tavistock revolution
Complete the form below to find out more
We would love to answer any questions or schedule a free consultation. Please call us or send us an email by completing the form below.
If you would like to speak to one of our team, please leave a message below leaving your postcode, and we will have someone contact you as soon as possible.
Please also indicate the level of investments you advise upon and the portfolios you are interested in:
The value of an investment in the ACUMEN Portfolios or Tavistock PROFILES may fall as well as rise. Past performance should not be seen as an indication of future performance.
Tavistock Wealth Limited is registered in England and Wales (company number 7805960) and authorised and regulated by the Financial Conduct Authority (FRN 568089).
The content of this site is for professional financial advisers working in the United Kingdom. It is not aimed at the general public.
We are currently reviewing the need to publish details of shareholder engagement policies and investment strategy.
We will update our website once our review is complete.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves.
To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.