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Planner Tavistock makes loss of £0.94m for the year

Financial Planning firm Tavistock made a loss of £0.94m in the year to March, company results published today show.

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Shareholders back £40m Tavistock Wealth sale

Shareholders in wealth manager and Financial Planner Tavistock Investments have voted at a general meeting in favour of selling the firm's multi-asset arm, Tavistock Wealth Limited, to Titan Wealth Holdings for £40m plus an earn-out.

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Date set for Tavistock Wealth sale vote

Tavistock Investments’ has set a date for its General Meeting at which its shareholders will vote on the proposed sale of its multi-asset management arm, Tavistock Wealth Limited to Titan Wealth Holdings.

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IWP founder's new firm to acquire Tavistock Wealth for £40m

One of the founders of rapidly growing Financial Planning firm Independent Wealth Planners (IWP) is behind the takeover today of Financial Planning and investment group Tavistock for £40m.

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