Appointment of Nominated Adviser and Broker

Tavistock Investments PLC

20 January 2026

 

Tavistock Investments Plc

("Tavistock" or the "Company")

Appointment of Nominated Adviser and Broker

20 January 2026

Tavistock is pleased to announce the appointment of Canaccord Genuity Limited as the Company's Nominated Adviser and Sole Broker, with immediate effect.

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For further information:

Tavistock Investments Plc Brian Raven Oliver Cooke	Tel: [phone]
Canaccord Genuity Limited (Nominated adviser and broker) Stuart Andrews	Tel: [phone]
Flagstaff Communications (PR)                                                                                          Tim Thompson Alison Allfrey Anna Probert	[e-mail] Tel: [phone]

About Tavistock Investments Plc

Tavistock Investments is a specialist wealth and asset management company focused on meeting the specific needs of private investors and differentiated by its commitment to excellence and revolutionary thinking.

Within the group, Tavistock Private Client has been recognised many times for excellent advice services to higher net worth individuals, winning multiple industry awards. It also operates an employee benefits business and educational finance portal, 'Tell Me How'. Tavistock Asset Management, augmented by the recent acquisition of Alpha Beta Partners, delivers institutional portfolio management services at a retail price, so that clients benefit from collective buying power, as well as competitive dealing charges. It has a range of diversified, multi-asset mandates with risk profile, levels of active management and portfolio structures tailored to suit client needs. The third element of wealth management, Tavistock Protect, provides clients with a comprehensive range of life insurance and critical illness policies and will shortly be expanding into the mortgage market.

Tavistock was founded by Chief Executive Brian Raven, who has been involved in financial services since 2010 and has a wealth of commercial experience. Together with Chairman, Oliver Cooke, he founded Card Clear Plc in 1991 to combat the fraudulent use of plastic payment cards and led it to an AIM listing in 1998. They then developed a group focused on UK health and fitness sector loyalty schemes, before Brian invested in the financial services sector in 2010, later launching Tavistock, along with Oliver, and listing it on AIM in 2013.

Tavistock commenced its restructuring by disposing of its UCITS funds and investment team in 2021 and its network of self-employed IFAs in November 2024, generating more than £30m and £37.5m respectively. These transactions provided significant working and development capital for the Group, allowing it to optimise the balance of regulatory risk and commercial reward for the benefit of its shareholders.

 

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