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Leadership team

Stuart Phillips
CEO - Chief Executive Officer
Alistair Callander
CFO - Chief Financial Officer
Claudia Clay
Director of Quality Assurance
Daniel Douglas-Wright
Investment Director - CFA
John Grimbaldeston
Chief Marketing Officer
Lucie Thornton
Chief People Officer
Nigel Yeo
Chief Operating Officer

Latest news and insights

insights
Word Tax 2024 on the calculator. Calculator, coins, book, tax form, and pen on table.

Simple ways to reduce your tax bill in 2024/25

22nd April 2024

Taxes are inevitable, but we have a lot more control on the tax we pay than we think. For all different age ranges, there are different ways in which we can save money in tax. Here is a useful refresher on ways in which you can save money on your tax bill going into the new 2024/25 tax-year.

insights
graph analysis in purple bricks

The investment crystal ball - What do we know so far?

15th April 2024

With the first quarter of the year already wrapped up (it feels like Christmas was yesterday!) we thought it would be worth recapping the high-level macroeconomic picture and summarising the notable movements in markets through the quarter.

insights
An elderly couple looking to the future after 2024

The big pension changes in 2024 and how to plan for them

12th April 2024

With huge changes to pensions coming in 2024 and a general election round the corner, how will you prepare for the rapidly changing landscape? In this article we cover all you need to know to get ahead and protect your financial security.

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21 May 2024

How to escape the tax raid on your wealth

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The Private Office and TPO are trading names of The Private Office Limited, authorised and regulated by the Financial Conduct Authority, firm reference number 789482. Registered in England and Wales at 2 The Bourse, Leeds LS1 5DE, company number 10226899. 

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Our financial services register entry may be checked by visiting https://register.fca.org.uk/. Please note that the Financial Conduct Authority (FCA) does not regulate cash flow planning, estate planning, tax or trust advice.