Tavistock buys 200 adviser protection firm for £7m
- Tuesday, 11 April 2023
- Articles
Financial Planning firm Tavistock Investments has acquired Precise Protect, an insurance and protection business based in Bangor, Northern Ireland, for £7m.
Read more...Tavistock buys ‘bionic’ app from LEBC for £3m
- Monday, 23 May 2022
- Articles
Financial Planning group Tavistock is to acquire the ‘bionic’ personal financial app business LEBC Hummingbird from retirement adviser LEBC Group for £3m.
Read more...Tavistock buys LEBC stake from founder's widow for £10m
- Monday, 10 January 2022
- Articles
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.
Read more...Tavistock avoids £7m sale tax charge
- Thursday, 07 October 2021
- Articles
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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