Structural Financial Planning

We cater to the needs of all our clients through a diverse proposition of services and one such distinct service is our Structural Financial Planning offering. Here we do not run or invest any monies on your behalf but instead take a unique, independent vantage point from which we can oversee and pull together all of the elements of your financial affairs.

Our experienced team coordinate and oversee the plans and work of your other professionals and advisers (often lawyers, accountants and discretionary fund managers) to ensure their solutions remain consistent with and meet your personal and financial objectives. Our team may look at a client’s whole estate or our Structural Financial Planning service can be utilised in isolation, looking simply at your pension plans or businesses.

As a client who requires Structural Financial Planning we will regularly meet and liaise with your other professionals to ensure coherent and practical financial plans are being made. Alongside this we can also help to implement other plans, policies, trusts and a number of other solutions, without holding any assets under management ourselves.

Our People

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