At a glance
- Tavistock also granted Atomos Group exclusive rights to pursue Tavistock Group Holdings.
- The exclusivity is with EPF V UK Wealth Bidco Jersey, Atomos' Jersey-based holding company.
- For advisors and clients at Tavistock Private Client, whose immediate parent is Tavistock Group Holdings, a sale of the parent still requires definitive transaction documents and Financial Conduct Authority approval, and completion is not assured.
Tavistock agreed to sell King Financial Planning's business and assets for £3m ($4m) in cash, Private Banker International reported Oct. 22, 2026. Tavistock also granted Atomos Group exclusive rights to pursue Tavistock Group Holdings.
The exclusivity is with EPF V UK Wealth Bidco Jersey, Atomos' Jersey-based holding company. Atomos may exchange contracts for Tavistock Group Holdings by Nov. 14, 2026, or a later date the parties agree. Private Banker International said the buyer has completed due diligence and is satisfied with the outcome.
For advisors and clients at Tavistock Private Client, whose immediate parent is Tavistock Group Holdings, a sale of the parent still requires definitive transaction documents and Financial Conduct Authority approval, and completion is not assured. The exclusivity itself does not change their position. Both TPC and King Financial Planning serve higher-net-worth clients; Tavistock said that segment sits outside its revised strategic focus.
Reported by the Evergreen & Interval Funds desk from Private Banker International. Published . Updated Oct 25, 2026 · 3:46 a.m. ET. Corrections