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TAVISTOCK INVESTMENTS PLC — Investor Relations & Filings

Ticker · TAVI ISIN · GB00BLNMLS43 LEI · 21380078QEA6BEGTVT16 IL Financial and insurance activities
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Filings indexed 344 across all filing types
Latest filing 2026-04-02 M&A Activity
Country GB United Kingdom
Listing IL TAVI

About TAVISTOCK INVESTMENTS PLC

https://tavistockinvestments.com/

Tavistock Investments PLC is a specialist wealth and asset management company focused on meeting the needs of private investors. The firm provides a range of services including financial advisory, investment management, financial planning, and tax-saving strategies. A core component of its business is offering support services to a network of independent financial advisories (IFAs), with the goal of delivering institutional-quality investment services and setting high standards for financial advice.

Recent filings

Filing Released Lang Actions
Completion of Acquisition
M&A Activity Classification · 92% confidence The document is an RNS announcement from Tavistock Investments Plc dated 2 April 2026 detailing the completion of its acquisition of Lifetime Financial Management, including strategic rationale and executive comments. It is not a financial report, earnings release, or regulatory notice per se, but an announcement of an M&A transaction. Therefore, it falls under M&A Activity (Code: TAR).
2026-04-02 English
Change of Auditor
Regulatory Filings Classification · 85% confidence The document is an RNS announcement from Tavistock Investments PLC dated 30 March 2026 titled “Change of Auditor,” notifying of the appointment of a new external auditor and the resignation of the former auditor. It does not contain the audit report itself (so it is not AR) and does not cover management or board appointments (so it is not MANG). It also is not an earnings release, capital notice, or any other specific category, thus it defaults into the general regulatory announcements bucket. Accordingly, it should be classified as a Regulatory Filing (RNS).
2026-03-30 English
Further Update on Litigation with Titan
Legal Proceedings Report Classification · 100% confidence The document is an RNS (Regulatory News Service) announcement from Tavistock Investments PLC regarding ongoing litigation with Titan Wealth Services. It provides an update on legal proceedings, specifically mentioning court judgments and new causes of action. Since the document details significant legal matters and lawsuits involving the company, it falls under the 'Legal Proceedings Report' category.
2026-02-05 English
Appointment of Nominated Adviser and Broker
Regulatory Filings Classification · 97% confidence The document is a short regulatory announcement (RNS) regarding the appointment of a new Nominated Adviser and Broker for Tavistock Investments PLC. It does not fit into specific categories like financial reports, dividends, or director dealings. As it is a general corporate announcement distributed via the London Stock Exchange's RNS service, it falls under the 'Regulatory Filings' category.
2026-01-20 English
Interim Results
Interim / Quarterly Report Classification · 100% confidence The document is titled 'Interim Results' for Tavistock Investments PLC for the six-month period ended 30 September 2025. It contains comprehensive financial statements, including the 'Unaudited Interim Condensed Consolidated Statement of Comprehensive Income' and 'Statement of Financial Position', along with management commentary (Chairman's Statement). This fits the definition of an Interim/Quarterly Report (IR) as it provides substantive financial data and analysis for a period shorter than a full fiscal year. H1 2026
2025-12-23 English
Further update re ongoing litigation with Titan
Legal Proceedings Report Classification · 100% confidence The document is an RNS (Regulatory News Service) announcement from Tavistock Investments PLC regarding ongoing litigation with Titan. It provides a commentary on a court hearing and the subsequent response from the opposing party. Since it specifically details legal proceedings and disputes, it falls under the 'Legal Proceedings Report' category.
2025-12-17 English

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