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Tavistock Investments PLC

Tavistock Investments PLC

LLSE:TAVI
1.65
GBX
-0.20
(-10.81%)
1.20BMarket Cap
Dec 22Next Earn
Tavistock Investments PLC
LSE:TAVI
(London Stock Exchange)

Recent

price

1.65

P/E

ratio

- -

div

yld

- -

ROIC.AI

2010
2010
2011
2012
2013
2014
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
TTM
GBP
0.15
- -
0.16
0.12
0.03
0.36
0.1
0.05
0.05
0.05
0.05
0.05
0.06
0.06
0.07
- -
- -
Revenue per Share
-0.61
- -
-0.26
-0.33
-0.07
-0.07
-0.01
- -
- -
- -
-0.01
- -
0.05
- -
- -
- -
- -
Basic EPS, GAAP
-0.8
- -
-0.28
-0.07
-0.07
-0.09
-0.01
- -
- -
- -
- -
- -
- -
-0.01
-0.01
- -
- -
Free Cash Flow per Basic Share
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Dividend per Share
0.44
0.33
0.4
0.08
0.02
- -
0.03
0.03
0.03
0.03
0.03
0.03
0.08
0.08
0.07
- -
0.07
Book Value per Share
0.02
-0.08
0.04
-0.06
0.02
- -
-0.01
- -
- -
- -
- -
- -
0.05
0.04
0.02
- -
0.01
Tangible Book Value per Share
2
4
4
5
7
7
290
419
537
551
576
608
592
557
560
560
560
Basic Weighted Avg Shares
- -
- -
1
1
- -
3
30
20
29
27
29
29
34
34
39
- -
- -
Sales/Revenue/Turnover
-407.05
- -
-160.76
-150.36
-240.34
-13.81
-9.28
-5.14
1.7
0.57
-19
5.12
-15.03
-2.76
-1.03
- -
- -
Operating Margin (%)
- -
- -
- -
- -
- -
- -
1
1
1
1
2
1
1
1
2
- -
- -
Depreciation Expense
-2
- -
-1
-2
-1
-1
-3
-1
- -
- -
-5
1
30
-1
-1
- -
- -
Net Income, GAAP
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
16.44
1.21
- -
- -
- -
- -
Effective Tax Rate (%)
-413.01
- -
-160.63
-274.2
-293.18
-20.2
-10.66
-2.95
0.95
-0.45
-18.97
2.76
87.17
-4.11
-3.23
- -
- -
Profit Margin (%)
- -
- -
- -
- -
- -
- -
-1
1
2
5
2
2
22
9
7
- -
5
Working Capital
- -
- -
- -
- -
- -
- -
- -
2
2
2
1
3
1
1
3
- -
2
LT Debt
1
1
2
- -
- -
- -
9
18
19
20
15
16
43
42
40
- -
40
Total Equity
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
6.39
92.57
- -
- -
- -
- -
Return on Invested Capital (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
5.22
91.86
- -
- -
- -
- -
Return on Capital (%)
-205.81
- -
-77.26
-144.15
-177.93
- -
- -
-4.25
1.49
-0.63
-30.88
5.09
100.12
-3.27
-3.1
- -
- -
Return on Common Equity (%)

Capital Structure

GBP

•

in mil. unless spec.
Sep'24
Mar'24
Sep'25
ST Debt
- -
1
- -
LT Borrowings
- -
2
- -
LT Finance Leases
- -
1
- -
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
560
560
560
Market Capitalization
25
24
12

Working Capital

GBP

•

in mil. unless spec.
Sep'24
Mar'24
Sep'25
Total Current Assets
16
14
14
Cash, Cash Equivalents & STI
3
4
3
Accounts Receivable, Net
13
- -
11
Inventories
- -
- -
- -
Total Current Liabilities
8
8
9
Payables & Accruals
- -
- -
- -
ST Debt
- -
1
- -
Deferred Revenue
- -
- -
- -

Growth Rates

GBP

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
- -
- -
- -
Free Cash Flow
- -
- -
- -
Net Income, GAAP
- -
- -
- -
Sales/Revenue/Turnover
- -
- -
- -
Total Cash Common Dividend
- -
- -
- -

Semi-annual Revenue

GBP

•

in mil. unless spec.

Year

H1
H2
FY
2024
- -
- -
39
2025
- -
- -
- -
2026
- -
- -
- -

Semi-annual Earnings Per Share

GBP

•

in mil. unless spec.

Year

H1
H2
FY
2024
- -
- -
- -
2025
- -
- -
- -
2026
- -
- -
- -

Semi-annual Dividends Per Share

GBP

•

in mil. unless spec.

Year

H1
H2
FY
2024
- -
- -
- -
2025
- -
- -
- -
2026
- -
- -
- -
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Business
Tavistock Investments Plc is a United Kingdom-based specialist wealth and asset management company that provides financial advisory, investment management and protection services to private investors, higher net worth individuals and corporate clients; core offerings include financial planning through Tavistock Private Client, discretionary portfolio management via Tavistock Asset Management with diversified multi-asset mandates tailored to client risk profiles and needs, life insurance and critical illness policies from Tavistock Protect, employee benefits solutions encompassing flexible benefits, auto-enrollment pensions, group risk and financial education portals such as Tell Me How, as well as fintech tools under Vertex including automated risk management, retirement drawdown management, investment panels and AI-supported financial wellbeing services. The company, founded in 2004 and headquartered at 1 Queen's Square, Ascot Business Park, Lyndhurst Road, Ascot, Berkshire SL5 9FE, operates primarily in the UK market targeting both affluent clients and the underserved majority through hybrid digital-human advisory models. Recent strategic changes include the sale of its self-employed IFA network businesses Tavistock Partners (UK) Limited and Tavistock Partners Limited including Abacus and Duchy brands to Saltus in 2024 for up to £37.75 million, acquisition of Alpha Beta Partners in February 2025 to bolster asset management, acquisition of Independent Financial Solutions in 2024, Precise Protect in 2023 leading to the launch of Tavistock Protect, and on 11 September 2025 announcement of acquiring 76.59% of Lifetime Financial Management Intermediaries Limited for initial cash consideration of £5.95 million plus up to £4.15 million in performance-based payments over four years to refocus on accessible advice for the neglected 91% of UK consumers via Lifetime's hybrid model, with further partnerships anticipated.