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’. ‘Big life events’ are just that, a momentous occasion during a client's lifetime where they should seek legal and financial counsel; this is typically a marriage, divorce, death, the sale or purchase of a business, but can be even be something as unexpected as winning the lottery. We aim to provide our entrepreneurial clients with more than a wealth management service. We aim to be your one consistent and trusted adviser who will help you navigate the journey of sudden wealth in plain English, without airs or graces.

Our Entrepreneurial Planning service encompasses pre and post exit planning and our solutions range from cashflow forecasting and analysis, tax planning, implementing appropriate tax and wealth structures, cash management and holding.

We regularly work in conjunction with our entrepreneurial clients' existing advisers, their lawyers, accountants and financiers, to ensure a robust and well-rounded solution is implemented. And where you require such legal or accounting advice we have an excellent network of trusted and revered professional contacts whom we can recommend.

From Media and Entertainment clients, to advertising, industrial and family-owned businesses we have the experience, knowledge and ability to meet your objectives.

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 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