Liverpool-based Plus Group acquired to accelerate tech enabled finance business

Summary

Tavistock Investments has acquired an 87.9% stake in Plus Group of Companies, a provider of AI agent technology and paraplanning services to financial advisory firms.

The initial consideration is £900,000 in cash, with a further £3.6m payable in cash over the next 18 months. Additional deferred consideration of up to £11.5m in cash may become payable over four years, subject to agreed performance criteria.

This is a summary written for the Liverpool Business Services catalogue. The full article belongs to TheBusinessDesk North West; read it at source.

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It was published by TheBusinessDesk North West on 28 July 2026.

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