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Specialists

Anna Bowes
Savings Champion Co-Founder
Emma Clement
Associate Director of Central Services
Daniel Douglas-Wright
Head of Investments - CFA
Mark Hall
Head of Advice Delivery
Lisa Hawkins
Client Delivery Team Leader
Kay Park
Associate Director of Change Delivery
Daniel Pugsley
Head of Regulation
Jane Reade
Head of Financial Planning

Latest news and insights

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Middle aged woman smilling and happy about her finances. Attractive lady receiving good news from a paper mail.

What should I do when preparing for retirement?

22nd May 2023

Don’t know where to start when preparing for retirement? Read our article on key considerations to help you plan effectively towards life after work.

insights
Can you cut your income tax bill if you're a high earner?

Can you cut your income tax bill if you're a high earner?

19th May 2023

According to the Office for National Statistics, in the 2021/22 tax year, over 4.5 million people in the UK were paying higher rate tax. This has risen year on year and is expected to rise further with the continued freeze on our personal allowances. Could you be paying too much tax? Find out here.

insights
finding freedom during redundancy for your financial plans

Why you shouldn’t let redundancy affect your financial plan

18th May 2023

Redundancy, or the loss of a job or source of income, can be a stressful and challenging experience. However, it's important not to let it impact your financial plan where possible. So, what steps can you take?

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23 May 2023

Grow your income, not your tax bill

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The Private Office and TPO are trading names of The Private Office Limited, authorised and regulated by the Financial Conduct Authority, firm reference number 789482. Registered in England and Wales at 2 The Bourse, Leeds LS1 5DE, company number 10226899. 

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Our financial services register entry may be checked by visiting https://register.fca.org.uk/. Please note that the Financial Conduct Authority (FCA) does not regulate cash flow planning, estate planning, tax or trust advice.