financial planning & wealth management

Planning and Financial Advice Professionals

At Tavistock Private Client, our Independent Financial Advisers have been providing financial planning support for decades, building strong relationships to deliver our main aim; client satisfaction. Our client’s best interests are at the heart of everything we do, and we stay focussed on this whilst helping you plan, protect and manage your wealth. 

With the help of your professional partners, we seek the right investments, tax solutions and aim to provide you with an ongoing service you can trust, offering a wide range of support for any stage of life.

Services we provide

Lifetime Financial Planning

Creating a plan with you which helps you understand where you are today, assesses your risks then regularly reviewing this with you so you stay on track.


Helping you decide how to make your money work for you, advice on how best to manage your investments.

Tax Efficient Investing

Investments attracting government approved tax incentives and organising your affairs in a way that means you are being as tax efficient as you can be.

Pension & Retirement Planning

Helping you navigate an increasingly complex pensions landscape to the retirement of your choice. Y

Protection & Insurance

Protection for you, your family and business from the unexpected.

Estate & Legacy Planning

Guiding you on how best to make sure your money goes to who you want, when the time is right for you and reasons that are right for you.


Giving you unbiased Independent Mortgage Advice, tailored for your needs.

Contact Us

We would love to answer any questions and/or schedule a free consultation. Please call us or send us an email by completing the form below.

If you would like to speak to an adviser in your local area, please leave a message below (including your postcode), and an adviser will contact you as soon as possible.

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01223 869030

Head Office

The Barn

Downing Park
Station Rd
Swaffham Bulbeck
CB25 0NW