Our Heritage

The founding partners of The Private Office established the firm in 2008 in response to the increasingly impersonal nature of 'mass-market' advice. Our firm is founded on the principles of providing bespoke, personal and thorough financial counsel to all of our clients.

The inception of the firm as a Partnership means that you, as a client, become a patron of the partnership, the collective, and not just the individual adviser. This format eliminates many of the risks associated with the typical client-adviser relationship and allows you access to pooled resource, research, time and expertise.

Many of our experienced team have worked together for over 20 years, looking after private clients, families and owner-managed businesses.

We enjoy an enviable reputation in our home county of Yorkshire alongside very strong links in Scotland, Humberside, the North West, the Midlands, London and the South East of England. In 2013 we opened a permanent London office to further increase our physical presence in the South.

Our advice is, and always has been, fully independent. This means that we operate without restriction and without bias or affiliation to any product or provider on the market.

We are a firm of Chartered Financial Planners, a distinguished title that is awarded by the Chartered Insurance Institute, or CII, to firms that meet their exacting and rigorous standards. As such, we are recognised by the CII as acting with the highest level of merit, integrity, capability and commitment to ethical practice, with our clients’ best interests at the heart of our corporate culture.

Our Approach

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

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