Tavistock buys 200 adviser protection firm for £7m

Financial Planning firm Tavistock Investments has acquired Precise Protect, an insurance and protection business based in Bangor, Northern Ireland, for £7m.


Tavistock buys ‘bionic’ app from LEBC for £3m

Financial Planning group Tavistock is to acquire the ‘bionic’ personal financial app business LEBC Hummingbird from retirement adviser LEBC Group for £3m.


Tavistock buys LEBC stake from founder's widow for £10m

Financial Planning and investment group Tavistock Investments has acquired a 21% stake in retirement-focused financial adviser LEBC from the founder's widow for £10m.


Tavistock avoids £7m sale tax charge

The sale of Tavistock Wealth to Titan Wealth has qualified for substantial shareholding exemption (SSE), saving wealth manager and Financial Planner Tavistock Investments from paying £7m in tax on the sale.

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