TPO partners with Bath Rugby

Having been established in Bath for a decade, partnering with Bath Rugby, which is at the heart of the City, seems like an obvious choice, as we accelerates our growth plans for the South West. 

The Private Office (TPO) was founded in Leeds in 2008, but with its major shareholder living in Bath, the South West has always been an important region for the business. 

Having established strong roots in Bath and developed a real understanding of the clients and communities we serve, our ambition now is to build on that presence and expand further across the South West. The recent investment into the business by Goldman Sachs Alternatives will help support this next phase of growth. 

Julian Frere, Partner  says “We want people in the South West to have access to high quality, Chartered financial advice without having to travel into London to get it. 

For us, growth in the South West isn’t simply about having more offices on a map. It’s about being closer to clients and making excellent financial advice more accessible. We want to continue building a business that is genuinely part of the South West community and that can support clients, businesses and talented people across the region. Bath has been my home for most of my life, so this is something that is particularly personal and important. I have recently joined the STEP Bristol committee, in order to give back to a professional body that has played a big part in my career.*" 

With a presence in the city since 2016, our Bath office is now home to nearly 15% of our team, including senior advisers, members of our award winning paraplanning team, as well as colleagues across PR, marketing and client support functions. 

 Our ambition is to build upon the strength and resources of a national business together with the local relationships and understanding that are so important to clients. 

Emma Bell, TPO Financial Planning Executive agrees "Having been born and bred in the West Country, I am so pleased that TPO has an established base in Bath, so that I can build my career around my home. TPO runs an excellent Adviser Academy which is supporting my journey, and I hope to be a fully qualified adviser imminently. 

As an avid Bath Rugby supporter, the fact that the business has chosen to partner with Bath Rugby is an added bonus and I'm really excited about the year to come. 

Having a base in Bath is so important for our West Country clients who'd rather not have to travel to London to receive expert financial advice.” 

Clients are at the heart of our business, and the value of having a presence in the South West is reflected by clients who have chosen to work with us. 

Mr F from Warminster says “Having spent much of my career travelling and in particular in London, I was looking for a firm that would understand my circumstances and plans local to me in Wiltshire as I approached my retirement options. 

Many of the firms I was considering were typically London based which would make interactions remote or travelling time consuming and expensive. During my research for a long-term financial planning relationship I was delighted to find TPO who offered exactly what I was looking for in a great location in Bath enabling me to engage in face to face interactions from the outset which was important to me in making serious decisions for the future. 

My experiences with TPO from the outset have been excellent, I had some unacceptable experience with a couple of firms and was uber cautious initially. From the construct of the first call through to meeting Dan Alder and the team everything was professional and transparent, and I have no doubt I am dealing with an experienced and trustworthy firm with levels of expertise typically associated with London based companies.”

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*Julian Frere is a member of the Society of Trust and Estate Practitioners (STEP) committee in Bristol. STEP is a global professional body, with more than 23,000 members comprising lawyers, accountants, trustees and other practitioners whose goal is to inspire confidence for families planning their assets across generations by setting and upholding high professional standards.