investing for your future
Growing what you have, investing in your future

Investing focused around you

Investing is about planning and strategy

We all want our money to grow and this can be achieved through investing.

With careful financial planning we can help you achieve your financial goals through investing.

This is based on your attitude to risk and our approach is built around you, your needs and what you want to achieve.

Here at The Private Office we have over £2 billion of client funds under management and have a specialist team that reviews our portfolios regularly to ensure your investments are working hard for you.

Our investment philosophy

The beliefs and values that guide our portfolios

Our investment philosophy is built around you.

We construct portfolios based around your financial goals and invest based on your risk appetite and time horizons

More about our investment philosophy
More about our investment philosophy

See how we invest around you

Your tailored investment strategy

The journey starts with you

Our investment strategy is personalised to your individual needs and preferences.

We believe the journey starts with you. When we know more about you, we can provide a strategy for investments tailored to your needs

Your tailored investment strategy
Your tailored investment strategy

Our advice on investing is personalised and focused around you

Our investment services

What we provide for you

We provide a variety of investment services to suit your needs

Our investment committee builds and maintains a number of specialised  model portfolios which may suit you. But  it may be that you need something more individually constructed

See our range of services
See our range of services

Look at what investment options are available to you

Your attitude to risk

What’s your attitude to risk?

We understand that your attitude to risk is different to other peoples. It's unique.

At The Private Office, we spend time assessing your risk profile and build a portfolio that suits your objectives, time frames and desires.

Discover your attitude to risk
Discover your attitude to risk

What are the factors that contribute and why is it so important

Do I need to invest?

Understand more about your financial circumstances

Have you considered if you have enough wealth to maintain your desired lifestyle?

Understand if you’ve invested or saved enough to become financially independent.

Let us help you
Let us help you

Contact us today to see how we can help you manage your wealth.

Our awards

Leading expert advice

  • PFS award logo Chartered Financial Planning Firm of the year 2022/21

    Chartered Financial Planning Firm of the Year 2022/23

    The Personal Finance Awards celebrate high standards and exceptional consumer outcomes within the financial planning profession. ‘Chartered Financial Planning Firm of the Year’ is the only award given at a company level by the PFS.

  • FT Adviser logo

    The Financial Times Top 100 Financial Advisers, 2018-2023

    The awards identify firms based on a range of different areas, the best investment advice firms assisting clients in the market, and those who demonstrate that savers can be certain their money is being managed by the best people.

  • VouchedFor logo

    Top Rated Firm 2020-2024

    star rating

    Rated 4.8 stars of 5 at Vouchedfor

    3,603 reviews for 51 advisers

Meet our expert team

View all our experts

People Block

Merve Oral

Financial Adviser - Chartered Financial Planner, FPFS

Rated 4.8 out of 5

Top Rated Adviser 2022

Merve is a Chartered Financial Planner and a Fellow of the Personal Finance Society. She creates bespoke financial plans in partnership with her clients to help them secure their financial future and enjoy their desired lifestyle with peace of mind. 

Sarah Beall

Financial Adviser - Chartered Financial Planner, FPFS

Rated 4.9 out of 5

A Fellow of the Personal Finance Society, Sarah has worked in financial services since 2011 and works in partnership with her clients to ensure they understand what they are capable of achieving and how they can get there. In particular, she provides clarity around complex strategies to put her clients at ease.

Daniel Schofield

Partner - DipPFS

Rated 4.7 out of 5

Top Rated Adviser 2022

Daniel provides advice focused on the disciplines of personal and corporate financial planning, investment portfolio management, Inheritance Tax (IHT) planning and mitigation, and legacy and succession planning.

Arrange a free initial consultation

We are committed to helping all of our clients create, sustain, protect and grow wealth for them and their families.

To ensure we are a good fit for your needs, please provide your details below and we will contact you to ask a few simple questions.

Our relationship step by step

  1. 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.

  2. How can we help

    Formulation and agreement of your bespoke service and fees.

  3. Solutions and advice

    Detailed financial plan based on market research and financial modelling.

  4. Implementation and ongoing review and service

    Plan execution, ongoing portfolio review, valuations and service assessment.

Provide your details below and we will contact you

Contact us today to see how we can help you manage your wealth.

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0333 323 9065