Personal Financial Planning

Personal Financial Planning is at the core of every service we offer. We provide a holistic approach to personal financial planning, matching your aspirations and goals with your available resource and managing that journey.

Our strength lies in offering a truly bespoke service. We can tailor our Personal Financial Planning offering to your detailed objectives, your attitude to risk and your current and forecast resource in a number of different ways. You may wish to be involved in every detail of your portfolio; perhaps you would like to pick your own asset allocation, weightings between direct and indirect holdings or even pick your own funds. Alternatively, you may wish to hold your wealth in one of our Preferred Portfolios, which, whilst still an entirely advisory service, provide a collective risk-graded approach to investing.

Both approaches augment the other and can be tailored in any ratio, you may wish to place all of your holdings in Preferred Portfolio or you may wish to simply place your ISA holding in our portfolios and manage your pension on a bespoke basis.

Clients across a range of sectors make use of our experience and skill in Personal Financial Planning for a number of reasons:

  • to identify and quantify their needs, goals, resource and timelines;
  • to identify cost effective solutions to their objectives;
  • to secure investments through due diligence;
  • to assess your appetite for risk;
  • to advise on state benefits;
  • to design a portfolio of investments with the volatility to match your appetite to risk;
  • to select investment managers with a higher probability of returning alpha;
  • to deal with a family or business crisis;
  • to implement trust wrappers to control the distribution of benefits; or
  • to advise on what not to do.

The value of your investments can go down as well as up, so you could get back less than you invested.

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