Experienced advice, responsive support and effective execution
At Tavistock, we view Financial PR as ‘bread and butter’ and view it as an important factor in effective Investor Relations. This extends beyond the management of your financial calendar and drafting and managing the release of all of your announcements and regulatory filings, it is also about reaching your investors through innovative events, thought leadership and digital media.
Our Financial PR clients span FTSE 100, 250, AIM, NASDAQ, NYSE, TSX, ASX, JSE and privately held companies, who are looking to raise development capital, or plan to embark on the IPO journey and need to build awareness and appetite as they set out their investment opportunity. Our range of experience means that we have often worked with clients from early development, through the market listing process and remained a trusted adviser throughout listed company life.
Our extensive contact base covers not just the financial media, national business sections, investment columns and tip sheets, but also includes fund managers, private client brokers, equity sales teams, sell side and buy side research analysts, corporate brokers and corporate finance teams.
Tavistock is equally comfortable acting alongside your in-house media and investor relations functions, as we are providing clients with a dedicated and experienced ‘virtual’ press and investor relations office, freeing-up clients’ management time to concentrate on running the business, with the peace of mind that their investors are receiving a best-in-class service.
Having advised on more than £350bn of combined corporate transactions, Tavistock is also the adviser you need to navigate M&A, hostile bids or defences, rights issues, tender offers, share buybacks, IPOS, placings, or secondary listings.
“The role of Financial Public Relations has changed along with the media itself and financial regulation”
We would like to hear from you
Katie joined Tavistock in March 2020 as an Associate providing support for clients in the TMT and Financial Services sectors, both from a financial and corporate communications perspective.
Prior to Tavistock, Katie worked as an audit assistant at BDO where she obtained her AAT qualification.
Prior to joining Tavistock, Heather spent nine years advising clients on all aspects of financial PR and IR including strategic capital markets communications, IPOs, M&A activity and crisis management. She has particular expertise and experience with growing smaller and mid-cap companies.
At Tavistock, Heather will be working across the financial services, industrials and TMT clients.
Tim joined Tavistock in 2018 and works across the financial and corporate communications practices.
Prior to Tavistock, Tim worked at a specialist financial and professional services corporate communication firm, and as an audit associate at KPMG.
He holds an Honours Degree in International Relations and Politics from the University of Birmingham.
Emily, a Director at Tavistock, is a highly experienced capital markets and communications consultant. She has a proven track record advising Boards and management teams over the past decade on all forms of media strategies and investor relations including IPOs, M&A activity, equity and debt fundraising (having advised on plus £2.5 billion of transactions), crisis management as well as financial calendar work.
Emily joined Tavistock in January 2011, prior to this she spent three years at a top five AIM and leading natural resources PR agency based in the City of London.
She is a member of the Investor Relations Society and holds a degree in Geography from Newcastle University.
Annabel joined Tavistock’s natural resources team in 2017. Since joining Tavistock, Annabel has advised AIM and FTSE listed companies on a range of media strategies surrounding M&A, IPOs, and equity and debt fundraising.
Annabel holds the CFA’s level 4 Investment Management Certificate (IMC), and an Honours degree in Arabic and International Development from the University of Leeds which included a year studying at the American Language Institute in Fez, Morocco.
Gareth has over a decade of experience covering commodities and resources companies for a number of publications in the UK, South Africa, the US. He spent over seven years with Mining Journal, leaving the publication as its deputy editor.
He also recently spent time as the online editor at Automotive Logistics, a publication covering global logistics and supply chains for the automotive sector, including electric vehicles.
He was employed as a private client investment advisor at Vestact, in Johannesburg, South Africa before moving to the UK.
Charles Vivian started his communications career at Citigate Dewe Rogerson in 1997 before co-founding Pelham Public Relations in 2004. During that time he created a successful mining practice at the agency as well as growing the business into one of the fastest growing financial and corporate communications businesses in the UK; until 60% of the agency was sold to Bell Pottinger in 2011.
He then continued to work with the financial and corporate business at Pelham Bell Pottinger, before being promoted to Managing Director of the Geopolitical division that focussed on international strategic communications and advised individuals, corporates, ministries, and governments, with a main focus on Africa.
Charles decided to leave Bell Pottinger in 2016 and then joined Tavistock in September 2017.
Simon’s focus is on the energy and cleantech sectors. After beginning his career in investment markets in fund management and then in equity sales in London and Hong Kong, he moved into financial PR and was a co-founder of agency Hudson Sandler.
He subsequently founded investor relations consultancy City Insights which was acquired by Tavistock in 2003. He spent three years working in-house with two FTSE 250 companies as head of IR and corporate communications.
He is a member of the Investor Relations Society and has a degree in economics from the London School of Economics and Political Science.
Barney joined Tavistock’s natural resources team in 2014. Since joining he has been advising mining and oil and gas AIM-listed companies on their financial and corporate communications.
Prior to Tavistock, Barney completed an internship in the IR department at a top FTSE 250 oil and gas company. He has an Honours degree in Business Management from the University of Gloucestershire.
Edward works across the financial and corporate communications practice advising clients in the natural resources, advanced manufacturing, and financial services sectors.
Prior to Tavistock Edward worked at a leading corporate public relations firm where he advised financial and professional services clients in the UK, Europe and emerging markets.
Edward graduated with a degree in History from University College, Oxford.
Jos is Chief Executive Officer of Tavistock and joined the business in 2010. Jos is a senior adviser to Tavistock clients and has extensive experience advising both private individuals and listed businesses across a broad range of campaigns.
In the listed arena, he has advised Boards and companies across all manner of communications challenges including complex M&A activity, equity and debt financings, IPOs and reputation management issues.
Jos attended Birmingham University and the University of Aix-Marseille where he graduated with a degree in French studies.
Lulu is a founding Director of Tavistock, with over 25 years’ experience in financial and corporate communications and investor relations. She specialises in the telecoms, technology and media sectors incorporating companies both large and small.
Her extensive experience includes a long-standing relationship with Vodafone, which she has advised for over 20 years. Lulu’s clients include KCOM, Torotrak and Stanley Gibbons and Virgin Media prior to its merger with Liberty Global.
After graduating from Exeter University with an Honours degree in Economic and Social Statistics, Lulu began her career with Binder Hamlyn as a trainee accountant before joining WI Carr as a Small Companies analyst.
Jeremy Carey, Chairman of Tavistock Communications, has over thirty five years’ experience in the public relations industry.
He formed Tavistock in collaboration with a number of colleagues in 1991, prior to which he was a founder director and subsequently Chief Executive of City and Commercial Communications, then one of the top financial and corporate consultancies in the UK.
Jeremy’s experience spans both corporate and financial communications working with both public and private sector organisations across the full range of public relations issues including reputation management, flotations, mergers and acquisitions and crises.
James advises clients in real estate, fund management, financial services and emerging markets on all aspects of financial and corporate communications including online strategy and investor relations.
He holds the CFA’s level 4 Investment Management Certificate (IMC), the Google Individual Qualification (IQ) in web analytics, the CMP level 4 certification in Google SEO and has a BSc in Biology from Imperial College London, which included a year studying French at the École Nationale Supérieure Agronomique de Montpellier.
Prior to joining the PR industry, he served as an officer in the British Army and worked for a short time as an operations manager at BT.
He spends most of his free time rushing around after his young family and dabbling in e-commerce.