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Our services

Whether you’re looking to support your ideal lifestyle or grow your business’s capital, our job is to help you reach your own financial goals.

The Private Office (TPO) offers thorough, personalised advice to individuals, families, and owner-managed businesses looking to grow and sustain their wealth.

Our services are centered around six core approaches:

  • To stay completely independent from bias
  • To provide tailored advice
  • To work with transparent fees
  • to work as a Chartered firm - the highest standard in the industry
  • To provide professional cash management
  • To deliver professional services to every client

Services to suit you

Whether you are taking your first financial footsteps or looking for support and guidance with your existing wealth, we have services to meet your needs.

 

TPO Direct
TPO Direct

TPO Direct is a digital-based service designed for people typically aged 25 and over with at least £50,000 to invest, looking for simple financial advice.

TPO Premium
TPO Premium

This service will typically suit investors with investable assets of at least £250,000, who are looking for a professionally managed financial plan.

Family Office
Family Office

Typically clients seeking this service will have liquid assets of more than £7.5 million and/or a lifestyle requiring £250,000 of capital or income per annum.

See if we can help

If you’re not sure whether our services will be a good fit for you, contact us and one of our friendly team will be able to see how we can help.

Get in touch
Get in touch

We’ll chat through your requirements and see if we can help.

Transparent fees

Advice begins with planning. Before beginning any work, we plan and agree the fees we will charge in pounds and pence.

This ensures that there are no hidden costs and that we can provide our services at costs which are appropriate to the complexity and level of service that you are looking for.

How much does independent financial advice cost?
How much does independent financial advice cost?

See what our clients think of our services

Key documents

TPO: Important Information
Download
TPO: Important Information

Information about our corporate structure, our services and obligations, and privacy notice.

TPO: Our Initial Fees
Download
TPO: Our Initial Fees

Our approach to fees and what we charge for our initial advice services are explained in this document.

TPO: Understanding Risk
Download
TPO: Understanding Risk

A document to help you better understand investment risk and our approach to portfolio construction.

Meet our expert team

View all our experts

People list

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.

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. 

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.