Our Approach

Our approach is a practical one: we solve problems by providing clear financial planning and investment solutions.

Our clients typically have more complex needs and investment requirements that warrant or require specialist advice. All of our clients are serviced as individuals, no one service is the same and our objective is simply to provide tailored solutions, always putting the clients’ needs first.

We operate as a traditional family office would, taking a broad and holistic view of your personal and financial situation. Like the conventional family or private office we do not just provide a wealth management service; some clients like us to handle their day-to-day administrative affairs, others require us to go to their homes twice yearly to do their filing, and others simply use our advisers and technical team as a sounding board or catalyst for their own investment decisions or for those of their other professional advisers.

Simply put, our approach is to do whatever is necessary for our clients, not what is expedient for us.

Our advice proposition and service is built upon the relationships we establish with our clients and we believe part of that relationship is understanding the positive and negative impact of wealth on our clients; helping them plan for the future and mitigate or make way for the things that really matter to them.

We don’t handle client money and we have none of our own products or vehicles to sell meaning that we are always sat ‘on your side of the table’. If we appoint a fund manager it is on your behalf and not that of the firm’s.

Whilst we do not directly offer legal or accounting services we can provide direction and guidance in these areas and can ensure that your other professionals are included in the process; an element of our approach that can be dictated by you or us as and when your circumstance requires. We believe an integrated approach is one of the most important elements in financial planning as good communication and relationships between your professional advisers ensure that you receive the most cost-effective and streamlined solutions.

For more information on our terms of business and fees please click here.
Our Awards

Our awards and achievements demonstrate our continued efforts towards technical and professional excellence, client service and industry esteem.

No 2 The Bourse Leeds LS1 5DE
T: 0333 323 9060
F: 0113 245 3663
www.theprivateoffice.com
enquiries@theprivateoffice.com

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 http://www.fca.org.uk/register.
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