Client Portal Login

Private Client Account

Our Private Client Portal allows you:

  • View your personal details and inform us of any changes
  • View details of policies and investments that we have on our records
  • Send and receive secure messages with us
  • View personal documents securely including valuations.
Client Portal login

Discretionary Management Service Portal

This allows those with Price Bailey Discretionary Management Portfolio Investments to view the details of their investments, including:
 

  • Valuations
  • Transactions
  • Performance Summary
  • Asset allocation
  • Capital Gains summary
Login to our DMS Portal

Contact Us

We would love to answer any questions 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 leaving your postcode, and we will have an adviser that covers your area contact you.

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01223 696100

Head Office

Tennyson House

Cambridge Business Park, Cambridge  CB4 0WZ

01279 755888

Bishop’s Stortford, Herts

020 7065 2660

London EC2M 1QS

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

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