01753 867000 investments@tavistockinvestments.com PRESS COVERAGE Click on any link to read an article or watch a video: No tax bill for £40m wealth arm disposal says Tavistock 7th October 2021 Tavistock escapes £7m tax charge on wealth business sale 7th October 2021 Money Marketing - Tavistock completes sale of DFM to Titan 31st August 2021 Proactive Investors - Tavistock Investments completes Tavistock Wealth sale 31st August 2021 theWealthNet -Tavistock reveals latest deal alongside improved financials 15th June 2021 FT Adviser - Tavistock Investments acquires Cambridge IFA 15th June 2021 DowJones Newswire - Tavistock Investments to Report Swing to FY 2021 Pretax Profit 15th June 2021 FT Adviser - Tavistock eyes £20bn assets in 5 years as it embarks on M&A programme 15th June 2021 Financial Planning Today -Tavistock acquires Cambridge IFA as profits rise 50% 15th June 2021 Proactive Investors - Tavistock buys Cambridge-based advisor Chater Allen 15th June 2021 Professional Adviser - Tavistock pre-tax profits hit £1.1m; Acquires IFA Chater Allan 15th June 2021 Midlands Business Insider - HCR advises on £40m sale 15th June 2021 Advfn - Tavistock Investments PLC 50% uplift in EBITDA & acquisition of Chater Allan 15th June 2021 Professional Adviser -PE-backed consolidator snaps up Tavistock’s £1bn multi-asset arm 14th June 2021 London News Today - Tavistock Wealth for sale on the newly launched Titan 14th June 2021 Business Innovation Magazine - Bracknell Wealth Management Company sells to Titan Wealth Services 14th June 2021 Professional Adviser -Tavistock Wealth acquired by Titan Wealth in £40m deal 14th June 2021 FT Adviser - Tavistock sells DFM as it enters partnership with wealth manager 14th June 2021 Wealth Adviser - Titan Wealth Holdings makes with two acquisitions 14th June 2021 Financial Planning Today - IWP founder's new firm to acquire Tavistock for £40m 14th June 2021 International Adviser -UK wealth manager sold to DFM for £40m 14th June 2021 Private Banker International - Tavistock Wealth to be acquired by Titan Wealth 14th June 2021 Proactive - Tavistock rockets higher on sale of fund management arm 14th June 2021 Dow Jones Newswire - Tavistock Investments Enters Partnership With Titan Wealth, Sells Subsidiary for GBP40M 14th June 2021 Citywire -Tavistock sells its multi-asset arm for £40m 14th June 2021 Investment Week - Tavistock £1bn wealth business acquired by Kaberry's Titan Wealth 14th June 2021 Money Marketing - Tavistock Wealth sells to newly-launched Titan 14th June 2021 theWealthNet - Tavistock bats off hostile takeover to command higher price in fresh deal 14th June 2021 Citywire - Tavistock sells £1bn multi-asset arm to PE-backed Titan in 10-year tie-up 14th June 2021 FT Adviser - Tavistock on client acquisition and recruitment drive 9th February 2021 Money Marketing - Tavistock poaches advisers from competitors 9th February 2021 ShareCast - Tavistock trades resiliently amid Covid-19 pandemic 9th February 2021 Proactive Investors - Tavistock Investments says EBITDA will be 'significantly ahead' of last year 9th February 2021 Professional Adviser - Abandon ship: Four Lighthouse advice firms exit Quilter for Tavistock 8th February 2021 Wealth Manager - Consolidator sets bosses ‘significantly’ tougher targets in incentive overhaul 20th November 2020 International Adviser - UK wealth manage to launch ‘low cost’ platform 10th November 2020 FT Adviser - Tavistock platform launch imminent 10th November 2020 Money Marketing - Tavistock to launch platform for retail clients 10th November 2020 Proactive Investors - Tavistock Investments grows profits as cost-saving initiatives bear fruit 10th November 2020 Proactive Investors - Tavistock Investments CEO very optimistic on year ahead as first quarter beats expectations 24th July 2020 FT Adviser - Tavistock looks to triple assets with platform launch 23rd July 2020 Proactive Investors - Tavistock Investment delighted with performance of protected funds as assets rise again 23rd July 2020 Investment Week - John Leiper on Europe - Bull & Bear page 15 15th July 2020 Proactive Investors - Tavistock's Raven eyes return to normal as investment arm provides protection 24th June 2020 FT Adviser - Tavistock prepares for post-Covid comeback 24th June 2020 The Wealth Net - Wealth manager credits furloughing and salary waivers for pandemic performance 24th June 2020 ShareCast - Tavistock YTD trading ahead of expectations 24th June 2020 Proactive Investors - Tavistock Investments makes profitable start as protection funds provide strength 24th June 2020 Shares - Tavistock Investments says trading ahead of expectations 24th June 2020 Wealth Manager - Tavistock shares rocket 14% as furlough and wage cuts keep it in black 24th June 2020 FT Adviser - Dashed hopes on the pensions dashboard 16th April 2020 FT Adviser - Commercial conditions see Tavistock bosses slash their pay 16th April 2020 Private Banker International - Tavistock suspends dividend due to Covid-19 uncertainty 9th April 2020 EUBankers - Tavistock furloughs 23% of staff as bosses take pay cut 8th April 2020 ADVFN - Tavistock Investments PLC Trading Update 8th April 2020 Investegate - Tavistock Investments Trading Update 8th April 2020 Proactive Investor - Tavistock Investment applauds 'outstanding' performance of its two protected funds 8th April 2020 New Model Adviser - Tavistock furloughs 23% of workforce 8th April 2020 Professional Adviser - Tavistock executives slash pay amid coronavirus pandemic 8th April 2020 Money Marketing - Tavistock’s top team waives income 8th April 2020 Proactive Investors - Tavistock Investment hails performance of protected funds as markets tumble amid coronavirus pandemic 8th April 2020 Wealth Manager - Tavistock furloughs 23% of staff as bosses take pay cut 8th April 2020 FT Adviser - Tavistock bosses take pay cut amid uncertainty 8th April 2020 Christopher Peel on CNBC Interview 2 23rd March 2020 Fund veteran takes major stake : Wealth Managers 19th March 2020 ETF Roundtable: Wealth Managers 3rd March 2020 Wealth Manager - Tavistock's Raven looks to third party deals as growth rockets 23th May 2019 Proactiveinvestors - Tavistock jumps as it unveils maiden interim dividend after full year earnings surge 100% 15th May 2019 Wealth Manager - AIM-listed wealth boutique pays first dividend on profit surge 15th May 2019 International Adviser - Tavistock launches D2C app 15th May 2019 Proactiveinvestors - Tavistock Investments to post significant growth in earnings despite burgeoning headwinds 14th February 2019 International Adviser - Tavistock’s 90% portfolio protection lands Feifa partnership 7th January 2019 Professional Adviser - Warning 'misconceptions' of currency hedging will be the next industry scandal 23rd November 2018 Portfolio Adviser - Aim-listed IFA acquires 5% stake in Tavistock 14th November 2018 Wealth Manager - Tavistock and Lighthouse team up for new wealth business 14th November 2018 Morning Star - Lighthouse Buys Tavistock Stock In Equity Raise Amid Strategic Deal 14th November 2018 Investment Week - Tavistock and Lighthouse join forces to create investment management service 14th November 2018 The Wealth Net - Tavistock partners with financial advisory firm to offer investment management service 14th November 2018 Tavistock unveils D2C proposition as assets continue to rise 8th November 2018 Proactive Investors - Tavistock Investments receives £1 mln injection through strategic alliance with affinity group 14th November 2018 FT Adviser - Lighthouse buys a stake in Tavistock 14th November 2018 Money Marketing - National IFAs team up for investment distribution deal 14th November 2018 Tavistock turns maiden profit after restructure 27th June 2018 Tavistock Investments shares leap as it reports jump in underlying earnings and maiden profit 27th June 2018 Tavistock breaks into profit after advice shakeup 27th June 2018 Meet the Adviser Champions: Tavistock's Mark Evans - Professional Adviser 30th November 2017 Tavistock Investments PLC 's profits to soar after first half that 'couldn't have gone much better' – Proactive Investor 28th November 2017 Tavistock stems losses thanks to DFM asset boost – New Model Adviser 28th November 2017 Tavistock assets soar as losses plummet - FT Adviser 28th November 2017 Tavistock discretionary FUM jumps 130% – Wealth Manager 28th November 2017 Tavistock Investment posts profit as funds under management surge higher – Proactive Investors 28th November 2017 Wealth manager warns on bond markets creating the 'biggest financial crisis of our lifetime' – CNBC 11 October 2017 Perfect storm threatening UK investors – Tavistock alerts its financial advisers - IFA Magazine 20 September 2017 Can UK afford to finance its debt? – Financial Times 1st August 2017 Tavistock Investments' Brian Raven on key new appointments – Proactive Investors 02 May 2017 Price Bailey opportunity ‘too good to miss’ says Tavistock’s Raven – Proactive Investors 23 November 2016 Tavistock signs £3.6m deal for regional advice chain – Citywire Wealth manager 23 November 2016 Portfolio protection: 20 wealth managers’ top ‘crash’ shelters – Citywide Wealth manager 27 October 2016 Fundraising re. acquisition of Price Bailey Financial Services Limited 23 November 2016 The future is about organic growth at Tavistock Investments – Proactive Investors 12 July 2016 Tavistock Investments: Cautious? Conservative? Yeah, but really rather exciting too! – Proactive Investors 26 May 2016 Tavistock Investments: “extremely fussy” acquisition strategy driving performance – StockTube 19 May 2016 Tavistock Investments: “extremely fussy” acquisition strategy driving performance – Proactive Investors 19 May 2016 TAVI sees FY results ahead of market views – StockMarketWire 10 May 2016 £4bn wealth consolidator: ‘all of our business now profitable’ – Citywire Wealth Manager 10 May 2016 Tavistock Investments buys IFA for £5m – FT Advisor 21 March 2016 Tavistock acquires national IFA in £5.2m deal – New Model Adviser 21 March 2016 Tavistock swoops for advice firm in £5m deal – Money Marketing 21 March 2016 Articles published in 2015 and before: Tavistock records £1.6 million loss – Citywire Wealth Manager – 26 November 2015 Tavistock blames Financial Ltd purchase for earnings slip – FT Advisor – 26 November 2015 TAVISTOCK UPDATES ON STANDARD FINANCIAL GROUP – IFA Magazine – 22 October 2015 Tavistock liquidates Standard Financial Group – FT Advisor – 22 October 2015 Tavistock liquidates Standard Financial – International Advisor – 22 October 2015 Tavistock links with Blackrock for new portfolio range – FT Advisor – 28 September 2015 Wealth firm teams up with BlackRock for low cost range – Citywire Wealth Manager – 28 September 2015 Tavistock boss: We want to be ‘more modern’ SJP – New Model Adviser – 02 September 2015 Tavistock Investments Pursues More Acquisitions – Stockmarketwire – 25 August 2015 Northland Capital Partners View on Tavistock Investments – Proactive Investors – 25 August 2015 Tavistock Confirms Financial Ltd Network Closure – Mortgage Strategy – 25 August 2015 Contingency planning for you and your clients – Adviser Business Review – 29 July 2015 Wealth Manager Profile – Citywire – 11 June 2015 Interview With Brian Raven – audioboom.com – 19 May 2015 IFA consolidation wave continues with regional takeover – Investment Week – 6 May 2015 Tavistock expands further with IFA purchase – Professional Adviser – 6 May 2015 Advisers in denial over retirement – FT Adviser – 22 April 2015 Tavistock acquires troubled advice network – Financial Times – 14 February 2015 Tavistock to buy Financial Ltd following cashflow woes – FTAdviser – 22 January 2015 Financial Ltd acquired in ‘transformational’ £2.7m deal – FTAdviser – 19 January 2015 Tavistock buys adviser network in £2.7m deal – Professional Adviser – 19 January 2015 Consolidator to acquire network Financial Ltd in £2.7m deal – New Model Adviser – 19 January 2015 Tavistock Investments to acquire troubled network Financial Ltd – Money Marketing – 19 January 2015 This speculative small-cap will deliver action – Interactive Investor – 13th October 2014. Novia takes £250k stake in AIM-listed advice group – New Model Adviser 1 Sept 2014 Novia takes £250k stake in advice firm – Money Marketing 1 Sept 2014 Novia acquires £250k stake in Tavistock – FTAdviser.com 1 Sept 2014 Tavistock Investments making ‘good progress’ – Citywire 20 Aug 2014 IFAs join float frenzy in AIM for growth – Citywire 7 July 2014 Sterling McCall adds £700k income with latest additions – FTAdviser.com 16 June 2014 Nottingham network boosts assets by £80m – New Model Adviser 16 June 2014 Nottingham IFA boosts assets to £400m with double acquisition – New Model Adviser 5 June 2014 Tavistock Investments to acquire IFA firm and investment manager – Money Marketing 22 May 2014 Network roll-out to see another major IFA go restricted – FT Adviser 19 May 2014 Tavistock Investments to acquire IFA firm and investment manager – Money Marketing 15 May 2014 Tavistock buys IFA firm to form ‘cornerstone’ of new national network – Professional Adviser 15 May 2014 Investment firm snaps up East Midlands IFA – New Model Adviser 15 May 2014 Investment firm snaps up East Midlands IFA – Citywire 14 May 2014 Tavistock Investments acquires IFA firm and investment manager – Fund Web 14 May 2014 JOIN THE TAVISTOCK REVOLUTION To be kept in touch with news and views from Tavistock Investments, please leave your details below, complete the captcha sum (it keeps the 'autobots' away) and click submit: Submit Tavistock Investments Plc, Registered in England and Wales. 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