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.

Kieran Scott

Platform Manager

Connor Stewart

Investment Product Specialist

Julia Fleming

Business Development Associate

Contact Us

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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 authorised and regulated by the Financial Conduct Authority with FRN 955719. Tavistock Asset Management 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. https://tavistockam.com  –  thinking@tavistockam.com

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