Coronavirus (COVID-19) update: Although our offices are temporarily closed, Tavistock Law services and processes are still operational. We are ready to support you through these troublesome times.
Tavistock Law are an independent financial planning and advisory business. They specialise in helping private client solicitors with the financial management of trusts and Court of Protection issues.
Tavistock Law offers Law Society members an exclusive fee structure.
So, whether you’re making a small investment, or a multi-million pound one, your financial regulatory responsibilities can be covered at an appropriate cost. No more case-by-case negotiations needed with your unique rate-card. You can focus on being the trustee.
Find out more about Tavistock Law’s investment options or download the exclusive fee structure for Law Society members (PDF 164 KB). Alternatively, you can call them on 0333 444 3555 or email email@example.com.
With 10 portfolios, including three with up to 90% highest-ever value protection, covering a majority of risk attitudes, Tavistock Law can provide your clients with an option that will suit any investment appetite.
Find out more on their website
Investing involves risks including loss of capital. Tavistock Law is a trading style of Tavistock Private Client Limited which is authorised and regulated by the Financial Conduct Authority(FCA). Members may be performing an act regulated by the FCA by introducing clients to Tavistock Law and members should seek legal advice on their regulatory position.
Registered in England Registered Office: 1 Bracknell Beeches, Old Bracknell Lane, Bracknell RG12 7BW, Company Number 04298592.
The firm is not responsible for the content of external links.
Will writing and trusts are not regulated by the Financial Conduct Authority.
Laurence Daly, financial planner at Tavistock, explains six things trustees should be considering now to manage beneficary expectations and maintain a healthy risk profile.