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. And we know, regardless of size, that our business/corporate clients are as organic and ever-changing as they come.

Our team has a wealth of knowledge in this sector; advising on acquisitions, merges, sales of business and overall company structure. We have a proven track record on providing independent, bespoke advice on company pensions, tax structure and efficiency, benefits packages, insurance policies, co- and key-shareholder protection, lifetime company and succession planning.

We also have a breadth of experience dealing with Partnership and Shareholder Cross Option agreements, company Wills and legal agreements and, whilst we cannot offer these services directly, we can coordinate with your existing advisers or recommend any number of our professional peers to help with this if required.

Our People

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