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About Us
The Private Office is an award-winning team of independent, Chartered Financial Planning experts working together to protect and grow your wealth.
United by an ethos to provide personal and bespoke wealth management services to all clients, our work is driven by your needs.
Combining the skills and experience of a diverse team of financial experts, TPO offers independent, service-focused financial advice to those looking to create a comfortable and prosperous future.
Our vision and values are clear - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence, and partnership. These principles define every aspect of our organisation, work, and culture.
An independent firm
As a privately-owned firm of Chartered independent financial advisers, our advice is unbiased towards any product, provider, or solution.
Our counsel is based on a diverse, comprehensive, and fair analysis of the relevant market and your individual needs. No matter how complex your financial situation may be, we will find the best solution for you, whether it's our TPO Direct, TPO Premium or Family Office service.
Our people
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Who we are
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Why choose us
Awards and accreditations
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What we do
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Working together brings the best results
Our collective of Advisers and team members have experience in a range of specialties, ensuring that you have access to experts that can address all of your needs.
Many members of our team, including our leadership team, have worked together for more than 20 years, providing financial services to private clients, families, and owner-managed businesses.
We also work in collaboration with other professional services such as accountants and solicitors to support our clients, including sharing tax information with accountants for tax reporting purposes. This is a key component of our Family Office service, which includes a range of support from ourselves in our areas of expertise, as well as carefully outsourced services provided by trusted partners.
Take a look at our Advisers, Specialists and Leadership Team, working hard to support our clients.
Chartered Financial Planners
TPO has been awarded Corporate Chartered Status by the Chartered Insurance Institute, one of the highest accreditations in the industry.
Less than 6% of all firms in the UK have this accolade. Many of our Advisers have achieved personal Chartered Financial Planner status, demonstrating our team’s commitment to developing and maintaining our skills and technical knowledge.
Award-winning financial planning firm
Our teams work tirelessly for our clients, and industry awards are an important way for us to be recognised for the excellent client service we strive to deliver.
Both at individual and firm level, our team have achieved great successes with awards including FT Adviser's Top 100 Financial Advisers lists, the Women in Financial Advice Awards, and the Professional Adviser Awards.
One of our proudest achievements was winning 'Chartered Financial Planning Firm of the Year' by our industry body the Personal Finance Society (PFS), in the PFS Personal Finance Awards 2022/23.
Take a look at our recent award wins and nominations here.
Cash management expertise
Cash is an essential tool in financial planning. As one of the most common assets with the lowest risks, it can be easy to forget its value and place in your financial planning.
We have direct access to leading independent cash management research and expertise through our sister company, Savings Champion. Together, we help find the best cash deposit rates for private clients, trustees, and companies.
Transparent fees
Advice begins with planning. Before beginning any work, we plan and agree the fees we will charge in pounds and pence. This ensures that there are no hidden costs and that we can provide our services at costs which are appropriate to the complexity and level of service that you are looking for.
Top-rated Financial Advisers
Feedback and reviews are incredibly valuable to us and help ensure we offer the best possible service for our clients. We partner with VouchedFor, a leading review site for Financial Advisers, to collect and verify reviews of all of our advisers.
We also work with Unbiased - a free to use website - that helps clients find the right adviser for them. Unbiased ask a set of simple questions to help match users with an adviser that meets their requirements. Advisers pay a subscription fee to be listed in their directory.
See what clients say about us
Who we are
Arrange your free initial consultation now
We are committed to helping all of our clients create, sustain, protect and growth wealth.
Reach out to our team of financial advisers near you to learn more about how we can help you preserve your future wealth.
Our relationship step by step
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Discovery
A short phone call with some simple questions to ensure we’re a good fit. Initial meeting, without charge or obligation, with a qualified financial advisor to get to know you and your financial position.
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How can we help
Formulation and agreement of your bespoke service and fees.
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Solutions and advice
Detailed financial plan based on market research and financial modelling.
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Implementation and ongoing review and service
Plan execution, ongoing portfolio review, valuations and service assessment.
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