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Plan your retirement

Truly independent and unbiased

We listen and provide tailored advice

Fixed, transparent costs

The Private Office profile

What we do for you

When can I afford to retire? Have the markets played havoc with my retirement plans?

If you have pensions, investments and savings totalling £100,000 or more, you could receive a free cash flow forecast up to a value of £500.

We will show you your financial future based on your own personal set of circumstances and what you can realistically achieve.

You’ll see what your life might look like if you simply do nothing with your existing investable assets, and better still, how small changes can make a big difference to your outcome. In some cases, this can mean retiring earlier than you thought.

At TPO, our retirement specialists can map out when you could be financially free to do what you want with the rest of your life.

Our relationship step-by-step

  1. Discovery – a short phone call to understand if we’re a good fit for each other and to assess whether your asset value matches the criteria.
  2. Free consultation meeting – a qualified financial adviser will get to know you, your financial goals and produce your free cash flow forecast “do nothing” scenario.
  3. Tailored plan – a personalised plan which outlines the costs for advice and which aims to give you peace of mind for your financial future.

The value of your investments can fall as well as rise. You may not get back what you invest.

Please note that the Financial Conduct Authority (FCA) do not regulate cash flow planning.

Arrange your free £500 cash flow forecast consultation.

Provide your details below and we’ll be in touch within the next working day.

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Call phone0333 323 9065

Why our clients choose us

Our advice is, and always has been fully independent; we work for you, not a product provider, meaning we are always ‘on your side of the table’. We’ve received many wealth management and financial adviser awards which validate the excellent service we provide to our clients.

Winner of Wealth Planning Firm at the eprivateclient excellence awards

A Chartered Firm of Financial Planners

A VouchedFor top rated firm in 2020 & 2021

Specialist pension services

Retirement planning can be complex. Our pension and retirement specialists can work with you to understand your individual requirements helping you to achieve your goals and secure your financial future.

Pensions & divorce

Unexpected life events such as divorce can throw your financial plans into disarray.

Find out more

Tax benefits of a SIPP

A Self Invested Personal Pension offers far greater freedom in investment choices.

Find out more

Pension arrangements following death

Pension benefits will vary depending on the scheme. Know where you stand.

Find out more

For more information about our different services, contact us today

Get in touch now

Meet our expert team

People blocks

Susan Tait - Chartered Financial Planner at The Private Office

Susan Tait

Partner - Chartered Financial Planner, APFS

Rated 4.8 out of 5

Top Rated Adviser 2022

Susan has a broad range of experiences dealing with high net worth clients who pose complex financial circumstances.

Photo of Julian Frere

Julian Frere

Partner - Chartered Financial Planner, APFS

Rated 4.8 out of 5

Top Rated Adviser 2022

Julian advises on pension reviews, retirement planning, investment management, tax efficient structuring, life insurance and succession planning.

Kirsty Stone

Kirsty Stone

Senior Financial Adviser - Chartered Financial Planner, APFS

Rated 4.6 out of 5

Top Rated Adviser 2022

Kirsty is a Chartered Financial Planner and expert in cash flow forecasting and advises in all aspects of financial and strategic planning

Our clients speak for us