Tavistock Investments

TAVI · AIM · Financial Services · mcap £7.3m · 1.6p 1 open situation →

EV: £3.7m
EV / EBIT: –
Net cash: £4.5m
FCF yield: -73.9%
Revenue: £23.2m
Cash returned: 5.4%
Share price 1y: −59%
Insiders 12m: no deals
Next report: around 22 Dec

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20252026 Sale of Tavistock Private Client 2 directors buying 1 director buying 1 director buying

Open · 1

Disposal of a part (break-up)

Sale of Tavistock Private Client

Refocus announced, financed by disposals

On 21 Oct 2026 Tavistock set out a refocus on building financial infrastructure that lowers the cost of delivering advice. Higher net worth wealth management is outside it. Disposals fund the plan, and Alpha Beta Partners, Lifetime Financial Management and Plus Group are named as firms joining the group.

Funding: Financed by disposals 21 Oct 2026 ↗
Firms joining: Alpha Beta Partners, Lifetime Financial Management and Plus Group 21 Oct 2026 ↗
Aim: Reduce the cost of delivering advice, using AI, so firms can serve more clients profitably 21 Oct 2026 ↗
Business outside focus: Higher net worth wealth management (Tavistock Private Client, King Financial Planning) 21 Oct 2026 ↗

21 Oct 2026 Exclusivity agreed; due diligence complete

Open the full view – chart and every step →

Closed · 3

Insider conviction2 directors buying £177k in 5 buys · 6 Feb 2025 – 23 Dec 2025 +3% Insider conviction1 director buying £29k in 1 buy · 2 Oct 2024 – 31 Dec 2024 +32% Insider conviction1 director buying £32k in 1 buy · 4 Jan 2024 – 3 Apr 2024 −22%

Company filings. Not investment advice.