Tavistock Acquires Majority Stake in Lifetime Financial Management for £6m
- Simon Bourke
- Sep 12
- 2 min read
12th September 2025
Tavistock Investments has acquired a 76.59% majority stake in Lifetime Financial Management Intermediaries Limited, a company based in Barnsley, for £5.95m. This acquisition represents a significant step in Tavistock's strategy to transform the retail financial advice sector. Ian Dickinson, the chief executive of Lifetime, will retain a 23.41% minority share, allowing him to continue playing a crucial role in the company.
Founded over 20 years ago, Lifetime is recognised for its financial wellbeing solutions, which include the Lifetime Hub and app, as well as workshops, webinars, and one-on-one coaching. The firm also offers traditional financial planning and advisory services, making it well-suited to align with Tavistock's vision of making financial advice more affordable and accessible.
Brian Raven, CEO of Tavistock, stated that the acquisition strengthens the group's hybrid advice model and enhances its reach into underserved markets. With 91% of UK adults currently lacking access to financial advice, Tavistock aims to challenge traditional financial services models.
This acquisition follows Tavistock's £37.75m divestment of two subsidiaries to Saltus in 2024, highlighting its broader strategy of reallocating resources toward scalable, advice-led propositions that aim to close the UK's advice gap.
At Chapters Capital, we specialise in financial planning and wealth management M&A and understand the importance of strategic acquisitions for growth. Whether you are considering a sale, merger, or expansion or want to learn more about buyers in the space, please contact one of our professional associates today for a confidential, no-obligation consultation.
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