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Tavistock Investments
(LSE:TAVI)
Tavistock Investments (TAVI) vs. iShares MSCI United Kingdom ETF (EWC)
Tavistock Investments Business Overview & Revenue Model
Tavistock Investments Financial Statement Overview
| Breakdown | TTM | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 32.63M | 32.63M | 39.49M | 33.95M | 34.00M | 28.71M |
| Gross Profit | 12.75M | 12.75M | 14.49M | 11.24M | 11.95M | 12.17M |
| EBITDA | -2.60M | -2.60M | 1.14M | 307.00K | 362.00K | 3.16M |
| Net Income | 6.70M | 6.70M | -1.27M | -1.40M | 29.64M | 792.00K |
Balance Sheet | ||||||
| Total Assets | 54.24M | 54.24M | 55.20M | 60.51M | 60.45M | 26.48M |
| Cash, Cash Equivalents and Short-Term Investments | 7.40M | 7.40M | 4.12M | 9.73M | 15.27M | 4.46M |
| Total Debt | 5.84M | 5.84M | 3.87M | 1.47M | 1.22M | 4.42M |
| Total Liabilities | 15.00M | 15.00M | 14.76M | 18.74M | 16.97M | 10.75M |
| Stockholders Equity | 39.24M | 39.24M | 40.45M | 41.77M | 43.48M | 15.73M |
Cash Flow | ||||||
| Free Cash Flow | -5.79M | -5.79M | -3.42M | -2.97M | -239.00K | 2.71M |
| Operating Cash Flow | -5.74M | -5.74M | -2.63M | -1.79M | 1.11M | 2.90M |
| Investing Cash Flow | 7.58M | 7.58M | -5.47M | -3.54M | 15.96M | -2.23M |
| Financing Cash Flow | 1.78M | 1.44M | 2.49M | -206.00K | -6.25M | 1.37M |
Tavistock Investments Technical Analysis
Tavistock Investments Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
74 Outperform | £7.68M | 5.70 | 12.70% | 2.85% | 6.86% | 64.55% | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
52 Neutral | £39.67M | 24.65 | 3.69% | 7.62% | -9.55% | ― | |
50 Neutral | £18.30M | 2.73 | 16.81% | 2.17% | -17.37% | ― | |
49 Neutral | £125.41M | -49.31 | -3.06% | ― | 6.38% | 17.11% | |
42 Neutral | £3.49M | ― | ― | ― | ― | ― |
Tavistock Investments Corporate Events
Tavistock Investments has updated its shareholders on the ongoing legal dispute with Titan Wealth Services Limited and Titan Asset Management Limited. The conflict arose from alleged breaches by Titan of a strategic partnership agreement, which Tavistock claims led to a significant decline in the performance of its ACUMEN funds. Tavistock has expanded its counterclaim to include additional allegations against Titan and remains confident in its legal position. Despite attempts at mediation, the dispute is set to be resolved in court, with a hearing scheduled for December 2025. The litigation is being managed separately from Tavistock’s operational priorities, ensuring no disruption to its core business activities.
Tavistock Investments announced that its issued share capital consists of 560,429,005 ordinary shares, with 496,855,225 voting rights after accounting for treasury shares. This information is crucial for shareholders to determine their notification requirements under FCA rules, impacting how they manage their interests in the company.
Tavistock Investments has announced its Annual General Meeting (AGM) scheduled for November 6, 2025, at its offices in Ascot, Berkshire. Shareholders are encouraged to vote on business matters via proxy forms available on the company’s website. This meeting is part of Tavistock’s ongoing efforts to engage with shareholders following its recent restructuring, which has optimized its balance of regulatory risk and commercial reward, benefiting stakeholders.
Tavistock Investments has transferred 55,925,000 ordinary shares from treasury to its Employee Benefit Trust to support its employee share plans. This transaction results in a total of 496,855,225 voting rights in the company, reflecting its ongoing commitment to employee incentives and shareholder value.
Tavistock Investments PLC announced that its Group Finance and Operations Director, Johanna Rager, has acquired 266,358 ordinary shares at 4.9 pence per share, increasing her total shareholding to 4,185,358 shares, representing 0.95% of the company’s total voting rights. This transaction reflects a significant personal investment by a key executive, potentially signaling confidence in the company’s future prospects and stability, which may positively influence stakeholder perceptions.
Tavistock Investments has announced its financial results for the year ending March 31, 2025, highlighting a strategic refocus that includes significant acquisitions and disposals. Despite a decrease in gross revenues and adjusted EBITDA due to the disposal of subsidiaries, the company achieved an operating profit of £11.07 million after exceptional costs. The strategic moves, including the sale of its self-employed network and estate planning business to Saltus and the acquisition of Alpha Beta Partners and a majority stake in Lifetime Financial Management, aim to strengthen its market position and enhance shareholder value. The company is also rebranding to Vertex Money Plc, reflecting its commitment to making financial services more accessible to a wider audience.
Tavistock Investments has announced a strategic refocus aimed at addressing the financial advice gap affecting 91% of UK consumers, highlighted by the FCA’s 2024 Financial Lives Survey. The company has acquired a majority stake in Lifetime Financial Management to leverage its hybrid advisory model, which combines technology with human expertise, to provide affordable financial advice without income or wealth barriers. This move is expected to enhance shareholder value and position Tavistock as a leader in the financial advisory industry, with plans for further strategic partnerships and a rebranding aligned with its Vertex solutions.