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If you have £100,000 or more in pensions, savings and investments and would like to receive a free initial cash flow forecast consultation, up to the value of £500, please complete the form below.

If you are an existing client and want to get in touch, you can find contact details for your adviser here, or please use the form below and provide details about the nature of your enquiry.  Alternatively, you can contact us on 0333 323 9065. 

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Bath

The Private Office
Cambridge House
Henry Street
Bath
BA1 1BT

 

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Leeds

The Private Office
No 2 The Bourse
Leeds
LS1 5DE

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London

The Private Office
69 Carter Lane,
London
EC4V 5EQ

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Our offices are accessible for wheelchairs.

 
 
 
 
 
 
 
 

Latest news and insights

news
inflation-drops-6.7pc

Headline inflation drops unexpectedly to 6.7%

22nd September 2023

Headline inflation has unexpectedly dropped in August, down to 6.7%, forcing the Bank of England to halt their base rate increases.

insights
great-wealth-transfer

The Great Wealth Transfer

22nd September 2023

With £1 trillion estimated to be passed down by the end of the decade, more people than ever may be leaving a legacy with potentially a large tax bill attached.

news
Fill-your-boots-interest-rates-set-to-peak

UK interest rates set to peak

22nd September 2023

Bonds and fixed rate ISA rates may not be this high again for a long time. Fill your boots!

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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. 

Advice Champion Services Limited and Investment Champion Online Limited are Appointed Representatives of The Private Office Limited.

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.