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Tavistock Investments PLC
1 Bracknell Beeches, Bracknell
Phone: +44 1753867000p:+44 1753867000 BRACKNELL, RG12 7BW  United Kingdom Ticker: TAVITAVI

Business Summary
Tavistock Investments Plc is a United Kingdom-based company, which provides financial advice and investment management. The Company's segments include Investment Management and Advisory Support. Its Tavistock Asset Management delivers institutional quality discretionary portfolio management. Its advisory businesses provide compliance, administration and accounting services to independent financial advisers Tavistock Partners and to financial advice firms The Tavistock Partnership. Tavistock Private provides independent financial advice and investment management services to predominately higher net worth private clients. Its financial advice networks provide administration, compliance and accounting services to self-employed, independent financial advisers. It owns several investment management and advisory subsidiaries: Tavistock Asset Management Ltd., Tavistock Private Client Ltd., Tavistock Partners (UK) Ltd., Tavistock Partners Ltd. and The Tavistock Partnership Ltd.

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
9/30/20233/31/2023Yes----

Industries
SIC Code Description
6282 Investment advice
8741 Management services

Officers and Directors

Title

Name

Age
Title
Date
Start
Date
Executive Chairman of the Board Oliver C.Cooke 68 5/3/2013 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
Non-Executive Independent Director RodericRennison 68 6/1/2014 6/1/2014

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: 149 (As of 3/31/2023)
Outstanding Shares: 560,429,005 (As of 9/30/2023)
Stock Exchange: LON
Fax Number: +44 8452991189


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Thursday, March 28, 2024