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CompletedFinancial Services1 September 2025

Tavistock Investments Plc to acquire Lifetime Financial Management

Verified deal facts, source-backed narrative, and the Exit Mode founder lens for SME readers preparing to sell.

Tavistock Investments Plc acquires Lifetime Financial Management

Deal facts

Buyer
Tavistock Investments Plc
Target
Lifetime Financial Management
Deal value
Not disclosed
Announced
1 September 2025
Status
Completed
Sector
Financial Services
Country
United Kingdom
Consideration
Not stated

Sources

LSE_RNS_Investegate
What we know

Tavistock Investments Plc has agreed to acquire Lifetime Financial Management in a strategic acquisition within the financial services sector. The target operates from the United Kingdom, and the transaction was announced on 1 September 2025. The deal value and specific consideration terms were not disclosed to the public, leaving the financial scale of the transaction unreported.

The acquisition was completed on 2 April 2026, marking the formal conclusion of the process. This transaction represents a significant consolidation within the UK financial services landscape, bringing the target under the ownership of the acquiring group. The deal structure involved a direct purchase by the listed entity without any public details regarding the specific assets or liabilities transferred during the handover. The transaction is now fully concluded and no further regulatory approvals are required.

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Deal timeline

1 update
  1. CompletedClosed

    Tavistock Investments Plc to acquire Lifetime Financial Management

    { "headline": "Completion of Acquisition", "issuer": "Tavistock Investments (TAVI)", "announcement_date": "2026-04-02T07:00:00", "category_code": "Completion of Acquisition", "body": "Disclaimer* \n\n               Tavistock Investments Plc \n\n   \n\n   (\"Tavistock\" or the \"Company\") \n\n   \n\n   \n\n Completion of Acquisition of Lifetime Financial Management (Lifetime) \n\n   \n\n

    LSE RNS

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Buyer history

Tavistock Investments Plc

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Methodology

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Layer 1 facts come from source documents, Layer 2 turns those facts into a readable narrative, and Layer 3 only appears where the editorial team flags a founder-relevant deal.

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