The Private Office

Our Sectors & Services

Legacy and Succession Planning

Clients may make use of our proficiency in Legacy and Succession Planning for a variety of reasons but often the principal concern is around the division of assets.

Entrepreneurial Planning

We specialise in providing bespoke advice, not just to entrepreneurs, but all of our clients who are in the process of going through, what we call, a ‘big life event’.

Corporate Financial Planning

Our Advisers have considerable experience advising a range of businesses across a variety of sectors, from a global logistics company to smaller, family-owned businesses.

Investment Portfolio Management

Through our carefully measured, committee-led approach to investments we are able to provide advice on holdings of any size, creating and managing a unique, intricate and tailor-made portfolio with your total discretion at every stage.

Charity Investment Management

We work with a variety of charities, ranging from small local organisations to large academic charities.

Become a client

We are committed to helping our clients create, protect and grow their wealth. To speak to one of our independent financial advisers please enquire below.

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Finding financial advice for your clients

No 2 The Bourse Leeds LS1 5DE
T: 0333 323 9060
F: 0113 245 3663

The information contained within this website is based on the UK regulatory regime, and is therefore restricted to consumers based in the UK. The content is provided for general information only, is not intended to constitute advice, and should not be relied upon when making financial decisions at the expense of obtaining professional advice. Whilst we make every effort to ensure the accuracy of the material provided, we cannot guarantee that it is comprehensive or up to date at all times.

The Private Office is a trading name of The Partners of The Private Office Limited Liability Partnership, authorised and regulated by the Financial Conduct Authority. Our Financial Services Registration Number is 602193 which may be checked on the Financial Services Register by visiting
The Financial Conduct Authority does not regulate Trusts, Tax Advice or Wills.
Registered Office: No 2 The Bourse, Leeds, LS1 5DE. Registered in England and Wales No. OC334113.

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  • Authorised and regulated by the Financial Conduct Authority