As Head of Marketing, I am responsible for developing and delivering our overall marketing strategy, ensuring it supports the company’s goals and vision. I also oversee our lead management and operational delivery team, focusing on connecting effectively with people looking for financial advice. By staying closely aligned with the needs of our clients and potential new customers, I ensure our marketing efforts remain relevant and impactful.

At work, I’m client-first. I am passionate about understanding clients and how TPO fits into their lives, ensuring marketing (digital or otherwise) adds real value. I’m driven by data and being able to measure results. Performance marketing has evolved digitally, but the principles haven’t changed!

I have over 25 years’ experience working in a variety of marketing roles, specialising in direct marketing and measurement. I started my career working in data analysis and targeting at Claritas UK working with charity and publishing clients, then as an account director for agency EHS Brann. I combined raising a family with working as a freelance marketing consultant, across new product and business development projects for a number of clients. 

For the last 15 years I have specialised in financial services, leading acquisition and retention strategies, launching an online loan brand for Provident Financial plc (now Vanquis Bank) and developing a customer-first approach to digital. I joined TPO five years ago to set up and demonstrate the value of digital marketing in the wealth management sector.

When I am not at work

Outside of work, I’m family-first. I enjoy spending time with my husband and 3 children, who are all apparently funnier than me!

I’m often seen playing hockey followed by a dose of ibuprofen, or watching sporting fixtures at weekends. My piano provides a welcome detox from all things digital!

As Head of HR at The Private Office, I am responsible for shaping and implementing the people strategy that drives the company’s growth and success. I lead our exceptional HR team on all HR functions, including talent acquisition, colleague development, performance management, compensation, and colleague wellbeing, ensuring our team members are empowered and aligned with our values. 

My role also extends to overseeing the Facilities department, where I ensure that our office environments are safe, efficient, and conducive to a productive and collaborative culture. By integrating HR and facilities, I ensure that The Private Office provides an exceptional colleague experience while supporting the business's operational and strategic goals. 

I work closely with the rest of the leadership team to align our people initiatives and office operations with company objectives, creating a cohesive and agile environment that allows both individuals and the company to thrive.

I’m passionate about helping people excel in roles where they not only thrive but can also build a meaningful career, not just a job. Seeing colleagues grow and succeed within the company is incredibly rewarding. It’s fulfilling to contribute to a workplace where both the people and the business can achieve their full potential together.

My early career was built on HR administration and officer roles, supporting HR functions and processes. In 2016, I joined The Private Office as an HR Business Partner. Over the years, I’ve had the privilege of growing within the company, progressing to my current role as Head of HR in 2020 as the HR team grew. In 2023, I was thrilled to be highly commended for ‘Most Inspiring Returner’ at the Women in Financial Advice Awards. 

When I am not at work

I live in North Leeds and outside of work, I enjoy spending time with my young daughter, making the most of our time together – it goes by too quickly! I’m always planning our next getaway and love seeing her little smile on our adventures.

As Head of Finance, I am responsible for executing and the monitoring of our financial strategy. 

I’m a Chartered Accountant with 18+ years’ experience spanning multiple sectors including healthcare, logistics and property. I’ve been with The Private Office since early 2019 and my main focus has been to drive accurate, real-time financial information into the Executive Committee to support strategic planning. 

I run the day-to-day finances of the group and take responsibility for our consolidated statutory reporting, management accounts, taxation, treasury management and value for money (VFM) strategy. I work closely with Alistair, our CFO, on group budgeting, mergers and acquisitions, strategic financial planning, corporate financing and sensitivity analysis. 

When I am not at work

I live in Leeds. Outside of the office, I enjoy tennis, rugby union and skiing with my family. I also enjoy live music and beer!

As Associate Director of Change Delivery at TPO it is my role to lead our IT, Project, and Development teams.

With the support of my teams, we are responsible for strategizing with department leads & SMEs, designing & developing digital processes and software, through to Implementation. 

Collaborating closely, we strive to optimise processes, find efficiencies and improve frameworks all with scalability, without compromising service standards.

I live just outside of Leeds with my wife and daughter. 

We love travelling and endeavour to see more of the world.
 

As Operations Director, I lead our Client Delivery teams incorporating the onboarding process, new business implementation and ongoing client service and delivery. Our Central Services teams support staff and clients by providing technical support for our in-house Platforms, ensuring the production of detailed high-quality reporting and the timely execution of dealing.

In Operations we are committed to supplying the best possible service to our Advisers and colleagues and helping them deliver to our clients. 

With our own platform, TPO Invest and customer portal, TPO Wealth we are able to provide clients with access to their entire financial wealth in one place, with information easily accessible when they need it most.

With extensive experience including Investment Portfolio Management, cash flow planning and working with business owners at different phases of their business cycles, Jonathan takes an analytical and compassionate approach to his work. He aims to always understand the drive behind the objective before creating, prioritising, and implementing a bespoke strategy. 

Jonathan believes that a planning-led advisory service leads to superior investment outcomes for clients and their families, and was involved with the implementation of our charging model of fixed fees for advice. He also oversees our Advice teams, training the next generation of advisers and ensuring that high standards of advice across our business are maintained. 

In 2019 Jonathan was named in the Private Asset Management (PAM) Top 40 under 40. As well as being a Chartered Financial Planner, he holds multiple investment qualifications, including a Certificate in Discretionary Investment Management, and the Chartered Institute for Securities and Investment's (CISI) level 6 qualification in Private Client Investment Advice & Management. He also holds an honours degree in economics from Loughborough University.

I joined the firm as a Partner in January 2014 as the head of our London office. Prior to this, and over the previous 26 years, I have acquired substantial professional experience as an adviser, adviser manager and senior client partner as well as holding roles as Head of Investments and Head of Training and Competence at a national firm.

As Chief Client Officer, I have responsibility for all aspects of our client proposition. This encompasses our approach to both financial planning advice and also the investment solutions that we employ to help meet clients plans.

I also act as an Executive Board Director for the group holding company, Advice Champion Limited (ACL), where I am responsible, with fellow directors, for the strategic direction of the group.

When I am not at work

Outside of work I enjoy cycling, skiing, food and wine!

As Chief People Officer, I am responsible for the people and development strategy that delivers highly talented colleagues who are engaged in developing and delivering the company plans. 

I firmly believe that this strategy should be a key enabler to achieving the company’s objectives. I have a passion for creating the right opportunity for the right skills set and helping that talent grow.  It is the best measure of success for me and most rewarding.
 
All colleagues at TPO receive the best training and support to help them deliver high-quality service for our clients.

I also sit on the Executive Board and am focused on how we drive the very best from our colleagues through their ongoing development and training

When I am not at work

I live in Lincolnshire with my farmer husband Pat and our two daughters Charlotte and Hannah, who are both hockey enthusiasts. I spend most of my weekend either playing hockey or at the side of a hockey pitch supporting my girls. 

As a Chief Marketing Officer, I have over 30 years’ experience working in Marketing roles across the Financial Services sector in both B2C and B2B markets. 

I have held senior Marketing roles with Provident Financial plc, where I was pivotal in the growth of the new digital lender Satsuma Loans, HML/Computershare, Europe’s largest financial services outsourcer, Abbey National, Privilege Insurance and Bradford and Bingley as well as setting up and managing my own consultancy business.  

I am passionate about the customer experience and the opportunities presented by digital transformation, especially in the field of digital marketing. 

When I am not at work

Outside of work I enjoy spending time with my wife and 2 grown up children, travelling, classical music and sport of most varieties. I live in Silsden, West Yorkshire.

As Director of Quality Assurance, I am responsible for the organisation’s compliance oversight and anti-money laundering functions. My team is accountable for regulatory governance, systems, and controls, and my approach to risk management is driven by client-centricity aligned with pragmatism and logic.

I began my financial services career as an administrator in our family IFA business, where I soon qualified as a financial adviser, gaining valuable experience working with clients and in running a company. I took up a brief posting with the Police in 2004, before returning to financial services in 2007 as an adviser and subsequently regional manager with one of the world’s largest retail banks. 

Having chosen to specialise in Compliance and Regulation, I joined The Private Office in 2012, and through my role as an Executive Board Director, I take great pride in helping build a business that focuses on strong cultural values and meeting the needs and objectives of a hugely diverse client population.

When I am not at work

Away from work, I enjoy travel, reading, horse riding, Pilates and spending time with my family. I have also recently taken up Zumba which is a revelation!