The Team

Greater than the tread of mighty armies is an idea whose time has come

Ben Raven

Managing Director

Ben has 15 years’ experience in financial services having held senior management positions at both Asset Management and Wealth Management organisations. Ben joined the business that became Tavistock (Blacksquare) in the summer of 2007. During this time he was a Director and Head of Research. Responsibilities within Tavistock have included Group business development, providing support to all Group advisers and conducting due diligence on a number of acquisitions. He holds a B.A in Business Management from Leeds University Business School.

Gregor Preston

Compliance Director

Greg is the Compliance Director at Tavistock Asset Management and joined the Tavistock Investments Group via our first acquisition in 2014. During his career he has held compliance roles in both Advisory and Wealth Management businesses. Now supporting all areas of the Investment Management business, with particular focus on the establishment and on-going compliance control of our Investment Management products and services, whilst providing liaison between our regulated Group entities.

Steven McGregor

Business Development Director

Steve is the Business Development Director for Tavistock Asset Management. Steve has over 20 years’ experience in financial services and spent over a decade at Barclays Wealth managing private client portfolios, before becoming Investment Director for PB Financial Planning (PBFP) in 2010.  He joined the Group in 2016 with the acquisition of PBFP, serving as an Investment Consultant and Head of Adviser Support. Steve holds an MA in International Political Economy from the University of Leeds, as well as Chartered Wealth Manager status with the CISI where he is also a Chartered Fellow.

Mo Hussain

Senior Business Development Manager

Mo is responsible for promoting the Tavistock Asset Management offering to IFAs outside of the Tavistock Group. He has worked in Financial Services for 16 years across mortgage lenders, mortgage brokers and insurance companies. Most recently, Mo worked at Zurich for 9 years as a Business Development Manager, where he was highly successful due to the mutually beneficial relationships he built with advisory firms around the country. At Zurich, Mo successfully helped numerous advisory firms transition and thrive in the new post-RDR world. He holds the CII Diploma in Financial Planning, J10 Discretionary Investment Management and J11 Wrap and Platform Services as well as other qualifications. He is working towards Chartered status.

Kieran Scott

Platform Manager

Connor Stewart

Investment Product Specialist

Julia Fleming

Business Development Associate

Contact Us

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:

Size of Investment and Portfolios interested in:

4 + 10 =

01753 867000

Head Office

1 Queen’s Square, Ascot Business Park, Lyndhurst Road, Ascot, Berkshire, SL5 9FE

The value of an investment may fall as well as rise.
Past performance should not be seen as an indication of future performance.

Tavistock Asset Management is a trading style of Tavistock Private Client Limited is authorised and regulated by the Financial Conduct Authority with FRN 210782. Tavistock Private Client Limited is a wholly owned subsidiary of Tavistock Investments Plc. Tavistock Asset Management, 1 Queen’s Square, Ascot Business Park, Lyndhurst Road, Ascot, Berkshire SL5 9FE +44 (0) 1753 867000. http://tavistockam.com  -  thinking@tavistockam.com

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.