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TPO completes Goldman Sachs Alternatives deal
Following its announcement on 28 January 2026 of a minority investment from Goldman Sachs Alternatives, TPO has now received FCA change of control approval and formally completed the transaction.
The investment comes alongside a significant reinvestment by TPO’s management team, led by CEO Stuart Phillips, and will allow for future growth and development of the business.
Stuart Phillips, CEO of TPO, said: “This is an important step in our continued evolution. Our focus remains clear: delivering high-quality, independent, planning-led advice to our clients. With the support of Goldman Sachs, we are well positioned to build on these strong foundations and further enhance our offering as we continue to grow the UK’s leading independently owned chartered financial planning firm, with exceptional client outcomes and employee ownership at our core. Expansion has been and will continue to be supported by a growing network of financial advisors; many of whom are proudly homegrown through TPO's dedicated in-house academy."
TPO is also happy to welcome Kurt Rive and Sarah Mackinnon from Goldman Sachs to the Board, alongside colleagues from the wider Goldman Sachs team. Phillips adds "We are looking forward to working together as we enter this next phase of growth".
