Tavistock understand the increasing complexity of the role of IR, and the alignment of strategic communication, to prepare for and navigate the challenges that arise through the course of the financial year, business transformations and special situations. Our team’s experience spans senior in-house roles at high profile FTSE 100, 250 and AIM listed companies, in addition to wealth and fund management.
We have the insight and pragmatic experience to assist in the planning and implementation of an IR programme that is tailored to the specific needs of the corporate; with a focus on the content, structure and delivery of the investor proposition to enhance your engagement with investors, analysts and the financial media. We can work alongside in-house IR and, or provide management with an outsourced IR function to engage with investors on behalf of the company supplemented by the creation of online content, social media engagement and data analytics.
Tavistock has the expertise to support clients in their engagement with both institutional and private investors; data analysis and perception surveys are key to collate and monitor investor sentiment over time to better inform corporate strategy, substantiated by share register review and benchmarking to sector peers. We project manage capital market events and facilitate training and IR reporting to board level, improving stakeholder engagement in accordance with UK corporate governance and international regulatory requirements.
“The advent of MiFID II necessitates a more proactive engagement between management, in-house IR and both current and prospective investors, aligned to the investment proposition and strategic objectives of the company.”
We would like to hear from you
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.
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.
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.
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.
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.