Financial Limited

Distribution / Mortgages

Financial Limited is an IFA network providing its members with compliance management and technical support as well as help in meeting regulatory requirements.

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Financial Limited is an IFA network providing its members with compliance management and technical support as well as help in meeting regulatory requirements. The group represents circa £2bn assets under management.

Established in 2002, Financial Ltd became part of Tavistock Investment Plc on 12 February 2015. Tavistock is an investment company made up of Tavistock Wealth Ltd, an investment management business, and Tavistock Partners Ltd, the advisory arm of the business.

In addition to all the network services supplied as part of the membership fee, Financial network members are also given the opportunity to sign up for any or all of their additional services, which include the Capita Synaptic Fusion suite of tools, Financial Exam learning software and anti-money-laundering software.