Our Story

The Story of The Private Office

TPO was established in 2008 in response to the increasingly impersonal nature of “mass market” advice.

A key objective of our business is to have significant positive impact. 25% of our future value will be gifted to environmental charities Restore Our Planet. All employees are shareholders in the company, which motivates our people to help make the planet a better place, by ensuring the advice we offer our customers is excellent. Read more about our ESG credentials

Many members of our team have worked together for more than 20 years, providing financial services to private clients, families, and owner-managed businesses.

In the last 10 years, we have grown out from our traditional homes in Yorkshire and London to have strong client links now throughout the UK.

2008

TPO was established in Yorkshire with the goal of providing independent, personalised wealth management advice.

2013

To strengthen the presence in the south, our London office was opened.

2014

The first issue of TPO Insight magazine was released in the summer.

2016

TPO acquired Westminster-based PQR Financial Planning in October.

2017

A permanent office in Bath was opened.

2018

On 3 April, The Private Office LLP and PQR Financial Planning Limited merged to become The Private Office Limited.

2019

In April, TPO acquired SRLV Financial LLP, expanding our reach to the music, media, entertainment, hospitality, and corporate sectors.
In October, TPO acquired John Lamb Wealth Management, a well-established firm of financial experts and planners based in London.