About Us

About Us

Our aim is to exceed your expectations with our client centred approach and our planners are experienced in helping clients with complex needs. They’re committed to finding the right solutions for you by focussing on your objectives and planning. Not just for now, but for your business and family’s financial future.

Lifetime Financial Planning

Creating a plan with you which helps you understand where you are today, assessing 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.

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.

Employee benefits

Delivering the tools to help employers attract, engage and retain their most valuable asset.

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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.

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01223 869030

Head Office

The Barn

Downing Park
Station Rd
Swaffham Bulbeck
CB25 0NW

Head Office

Tavistock Private Client Limited is authorised and regulated by the Financial Conduct Authority, FCA number 210782, and is a wholly owned subsidiary of Tavistock Investments Plc

Registered in England Registered O­ffice: 1 Bracknell Beeches, Old Bracknell Lane, Bracknell  RG12 7BW, Company Number 04298592

Your home may be repossessed if you do not keep up repayments on a mortgage

The firm is not responsible for the content of external links

Will Writing and Some forms of Estate and tax planning are not regulated by the Financial Conduct Authority

Investing involves risks including loss of capital. Investments can go down as well as up. Past performance is no guarantee of future return