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Tavistock Investments Plc (TAVI.L)

GBp3.15 +0.00 (+0.00%)
GB LSE Financial Services Financial - Capital Markets
Address 1 Queen's Square SL5 9FE
Ascot, GB
CEO Brian Kenneth Raven
Website tavistockinvestments.com
IPO 2004-04-30
ISIN GB00BLNMLS43

Explore sections of this company profile

Description

Tavistock Investments Plc, a company based in the United Kingdom, specializes in offering investment management and comprehensive support solutions to a broad network of financial advisors. For independent financial advisors and financial advice firms, the company delivers essential support services covering compliance, regulatory oversight, administration, and accounting. It also caters to affluent private clients, offering independent financial advice, meticulous financial planning, tax-saving strategies, and sophisticated investment management. Businesses can also leverage its corporate advisory expertise. Furthermore, Tavistock manages institutional investment portfolios and provides a flexible retirement guarantee specifically for principals. Its services additionally encompass retirement and pension planning, comprehensive wills and estate management, and various finance-raising solutions. Established in 2004, Tavistock Investments Plc is headquartered in Ascot, UK.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
GBp3.15 +0.00 (+0.00%)
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Volume Profile
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Liquidity & share structure
Average Volume
277.2K
Beta
-0.25
Float Shares
228.65M
Free Float %
51.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-6.06% -6.06% -6.06% -20.51% -18.42% -25.30% -27.06% -58.67% +24.00% -50.40% -100.00%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
3.15
Ratings Trend (MoM)
Rating 2024-11 Change
Strong Buy 0 0
Buy 0 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
2.93
Grey zone
Piotroski F-Score
4 / 9
Average
MOAT Score
1 / 10
No MOAT
Composite Rating
A+
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
4 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
4 / 5
High
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • ✗
    Revenue growth Financial - Capital Markets: +19.7%
    -17.4% Q3'25: -46.1% (vs Q3'23)
  • ✓
    EPS growth Financial - Capital Markets: +35.3%
    +560.9% ★ Q3'25: -1,125.0% (vs Q3'23)
  • ✗
    FCF margin FCF growth · Financial - Capital Markets: +29.5%
    -50.7% Q3'25: -35.2% (vs Q3'23)
  • ✗
    EBIT margin Financial - Capital Markets: +33.5%
    -10.6% Q3'25: -9.6% (vs Q3'23)
  • ✗
    ROIC Financial - Capital Markets: +4.0%
    -9.2% Q3'25: -10.5% (vs Q3'23)
  • ✗
    Share dilution Financial - Capital Markets: +0.0%
    +13.2% Q3'25: -31.0% (vs Q3'23)
  • ✗
    Debt / EBITDA Net debt/EBITDA · Financial - Capital Markets: -0.30×
    -2.25× Q3'25: -1.45× (vs Q3'23)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
▶ WACC components (optional)
Ke (Cost of Equity) = Rf + β (-0.36) × ERP
WACC = 77% × Ke + 23% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
—
Current price: 3.15
Enterprise Value: — Equity Value: — Terminal Value: — TV as % of EV: —

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Mar 2010
actual 		Mar 2015
actual 		Mar 2016
actual 		Mar 2017
actual 		Mar 2018
actual 		Mar 2019
actual 		Mar 2020
actual 		Mar 2021
actual 		Mar 2022
actual 		Mar 2025
actual 		Mar 2026
1 Rev. Ana.
1 EPS Ana. 		Mar 2027
1 Rev. Ana.
1 EPS Ana. 		Mar 2028
1 Rev. Ana.
1 EPS Ana. 		Mar 2029
1 Rev. Ana.
1 EPS Ana. 		Mar 2030
1 Rev. Ana.
1 EPS Ana. 		Mar 2031
1 Rev. Ana.
1 EPS Ana. 		Mar 2032
1 Rev. Ana.
Revenue
369.0K
est: 406.0K (-9.1%)
1.74M
est.
29.85M
est: 22.00M (+35.7%)
36.40M
est: 33.00M (+10.3%)
28.81M
est: 34.81M (-17.2%)
27.34M
est: 31.60M (-13.5%)
28.80M
est: 28.04M (+2.7%)
28.71M
est: 28.80M (-0.3%)
34.00M
est: 32.00M (+6.3%)
32.63M
est: 22.00M (+48.3%)
33.00M
33.00M – 33.00M
+50.0% YoY
34.81M
34.81M – 34.81M
+5.5% YoY
31.60M
31.60M – 31.60M
-9.2% YoY
28.04M
28.04M – 28.04M
-11.3% YoY
28.80M
28.80M – 28.80M
+2.7% YoY
32.00M
32.00M – 32.00M
+11.1% YoY
32.00M
32.00M – 32.00M
+0.0% YoY
EBITDA
-1.39M
est: 6.4K (-21,831.7%)
27.5K
est.
-2.03M
est: 347.4K (-685.3%)
-230.0K
est: 521.0K (-144.1%)
1.46M
est: 549.6K (+165.6%)
1.08M
est: -94.52M (+101.1%)
-3.93M
est: 442.7K (-987.2%)
3.16M
est: 454.8K (+594.2%)
362.0K
est: 505.2K (-28.4%)
-2.60M
est: 347.4K (-847.4%)
521.0K
521.0K – 521.0K
+50.0% YoY
549.6K
549.6K – 549.6K
+5.5% YoY
498.9K
498.9K – 498.9K
-9.2% YoY
442.7K
442.7K – 442.7K
-11.3% YoY
454.8K
454.8K – 454.8K
+2.7% YoY
505.2K
505.2K – 505.2K
+11.1% YoY
505.2K
505.2K – 505.2K
+0.0% YoY
EBIT
-1.50M
est: -6.5K (-23,086.2%)
-27.8K
est.
-2.76M
est: -351.1K (-686.5%)
-1.00M
est: -526.6K (-90.7%)
489.0K
est: -555.5K (+188.0%)
156.0K
est: -104.04M (+100.1%)
-5.50M
est: -447.5K (-1,128.6%)
2.43M
est: -459.6K (+628.7%)
-689.0K
est: -510.6K (-34.9%)
-3.47M
est: -351.1K (-887.3%)
-526.6K
-526.6K – -526.6K
-50.0% YoY
-555.5K
-555.5K – -555.5K
-5.5% YoY
-504.3K
-504.3K – -504.3K
+9.2% YoY
-447.5K
-447.5K – -447.5K
+11.3% YoY
-459.6K
-459.6K – -459.6K
-2.7% YoY
-510.6K
-510.6K – -510.6K
-11.1% YoY
-510.6K
-510.6K – -510.6K
+0.0% YoY
Net Income
-1.52M
est: -336.68M (+99.5%)
-2.78M
est.
-2.42M
-576.0K
est: 1.27M (-145.4%)
275.0K
est: -355.1K (+177.4%)
-122.0K
est: -103.36M (+99.9%)
-5.47M
est: -253.6K (-2,054.7%)
792.0K
est: 3.09M (-74.4%)
29.64M
6.70M
1.27M
1.27M – 1.27M
-355.1K
-355.1K – -355.1K
-128.0% YoY
507.3K
507.3K – 507.3K
+242.9% YoY
-253.6K
-253.6K – -253.6K
-150.0% YoY
3.09M
3.09M – 3.09M
+1,320.0% YoY
3.09M
3.09M – 3.09M
+0.0% YoY
—
— – —
-100.0% YoY
SGA
543.0K
est: 170.5K (+218.5%)
732.4K
est.
8.44M
est: 9.24M (-8.6%)
8.66M
est: 13.86M (-37.5%)
9.99M
est: 14.62M (-31.7%)
10.99M
est: 13.27M (-17.2%)
12.19M
est: 11.78M (+3.5%)
10.49M
est: 12.10M (-13.3%)
17.06M
est: 13.44M (+27.0%)
16.21M
est: 9.24M (+75.5%)
13.86M
13.86M – 13.86M
+50.0% YoY
14.62M
14.62M – 14.62M
+5.5% YoY
13.27M
13.27M – 13.27M
-9.2% YoY
11.78M
11.78M – 11.78M
-11.3% YoY
12.10M
12.10M – 12.10M
+2.7% YoY
13.44M
13.44M – 13.44M
+11.1% YoY
13.44M
13.44M – 13.44M
+0.0% YoY
EPS
-0.61
est: -0.53 (-14.9%)
0.00
est.
-0.01
0.00
est: 0.00 (-170.0%)
0.00
est: 0.00 (+189.3%)
0.00
est: 0.00 (-125.0%)
-0.01
est: 0.00 (-2,275.0%)
0.00
est: 0.00 (-73.4%)
0.05
0.01
0.00
0.00 – 0.00
0.00
0.00 – 0.00
-128.0% YoY
0.00
0.00 – 0.00
+242.9% YoY
0.00
0.00 – 0.00
-150.0% YoY
0.00
0.00 – 0.00
+1,320.0% YoY
0.00
0.00 – 0.00
+0.0% YoY
—
— – —
-100.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-29 A+ 4/5 4/5 4/5 5/5 3/5 4/5 4/5
2026-05-28 A+ 4/5 4/5 4/5 5/5 3/5 4/5 4/5
2026-05-27 A+ 4/5 4/5 4/5 5/5 3/5 4/5 4/5
2026-05-26 A+ 4/5 4/5 4/5 5/5 3/5 4/5 4/5
2026-05-22 A+ 4/5 4/5 4/5 5/5 3/5 4/5 4/5
2026-05-21 A+ 4/5 4/5 4/5 5/5 3/5 4/5 4/5
2026-05-20 A+ 4/5 4/5 4/5 5/5 3/5 4/5 4/5
2026-05-19 A+ 4/5 4/5 4/5 5/5 3/5 4/5 4/5
2026-05-18 A+ 4/5 4/5 4/5 5/5 3/5 4/5 4/5
2026-05-15 A+ 4/5 4/5 4/5 5/5 3/5 4/5 4/5
2026-05-14 A+ 4/5 4/5 4/5 5/5 3/5 4/5 4/5
2026-05-13 A+ 4/5 4/5 4/5 5/5 3/5 4/5 4/5
2026-05-12 A+ 4/5 4/5 4/5 5/5 3/5 4/5 4/5
2026-05-11 A+ 4/5 4/5 4/5 5/5 3/5 4/5 4/5
2026-05-08 A+ 4/5 4/5 4/5 5/5 3/5 4/5 4/5
2026-05-07 A+ 4/5 4/5 4/5 5/5 3/5 4/5 4/5
2026-05-06 A+ 4/5 4/5 4/5 5/5 3/5 4/5 4/5
2026-05-05 A+ 4/5 4/5 4/5 5/5 3/5 4/5 4/5
2026-05-01 A+ 4/5 4/5 4/5 5/5 3/5 4/5 4/5
2026-04-30 A+ 4/5 4/5 4/5 5/5 3/5 4/5 4/5
2026-04-29 A+ 4/5 4/5 4/5 5/5 3/5 4/5 4/5
2026-04-28 A+ 4/5 4/5 4/5 5/5 3/5 4/5 4/5
2026-04-27 A+ 4/5 4/5 4/5 5/5 3/5 4/5 4/5
2026-04-24 A+ 4/5 4/5 4/5 5/5 3/5 4/5 4/5
2026-04-23 A 4/5 4/5 4/5 5/5 2/5 4/5 4/5
2026-04-22 A 4/5 4/5 4/5 5/5 2/5 4/5 4/5
2026-04-21 A 4/5 4/5 4/5 5/5 2/5 4/5 4/5
2026-04-20 A 4/5 4/5 4/5 5/5 2/5 4/5 4/5
2026-04-17 A 4/5 4/5 4/5 5/5 2/5 4/5 4/5
2026-04-16 A 4/5 4/5 4/5 5/5 2/5 4/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-10.06M
OE per share TTM
-0.02
Owner's Yield
-73.62%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
3.8%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
—
Total invested
—
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock

This company is not held by any ETF in our universe.

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
-18.0K
Shares Outstanding
440.93M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Brian Raven Chief Executive Officer & Executive Director 582.9K male
Johanna Martina Gabriela Rager-Badesha Group Finance & Operations Director and Executive Director 306.7K female
Oliver Charles Cooke FCCA Non-Executive Chairman & Company Secretary 246.0K male
Gregor Preston Group Compliance Director — male
Ben Raven Managing Director of Wealth Management — male
Mark Evans Group Corporate Development Director — male
Tony Close Managing Director of Tavistock Protect — male
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits

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