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Tavistock Investments PLC
1 Queen's Square
Ascot Business Park, Lyndhurst Road
Phone: +44 1753867000p:+44 1753867000 ASCOT, SL5 9FE  United Kingdom Ticker: TAVITAVI
Business Summary
Tavistock Investments plc is a United Kingdom-based specialist wealth and asset management company focused on meeting the specific needs of private investors. The Company's businesses include its employed adviser business, Tavistock Private Client Limited, its protection business, Tavistock Protect Limited, Tavistock Partners (UK) Limited and Tavistock Asset Management Limited. Tavistock Private Client Limited is a financial planning firm, providing services to predominantly higher net worth private clients. Tavistock Asset Management Limited delivers institutional portfolio management services at a retail price. It has a range of diversified, multi-asset mandates with risk profile, levels of active management and portfolio structures tailored to suit client needs. Tavistock Protect Limited provides clients with a comprehensive range of life insurance and critical illness policies. It also operates an employee benefits business and educational finance portal, Tell Me How.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
-Yes-----

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
3/31/20243/31/2024Yes----

Industries
SIC Code Description
6282 Investment advice
8741 Management services

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Non-Executive Chairman of the Board Oliver C.Cooke 68 6/1/2024 5/3/2013
Group Chief Executive Officer, Executive Director Brian K.Raven 67 6/1/2014 6/1/2014
Group Finance and Operations Director, Executive Director Johanna M.Rager-Badesha 53 9/20/2023 9/20/2023
Non-Executive Independent Director PeterDornan 67 8/31/2017 8/31/2017

Subsidiaries
Business Name Address City State/Province Country
Precise Protect Ltd. Precise House Bangor North Down United Kingdom

Business Names
Business Name
Bright Things PLC
Cornerstone Asset Holdings Limited
Duchy Independent Financial Advisers Limited
6 additional Business Names available in full report.

General Information
Number of Employees: 183 (As of 3/31/2024)
Outstanding Shares: 560,429,005 (As of 3/31/2024)
Stock Exchange: LON
Fax Number: +44 8452991189


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Tuesday, December 3, 2024