SRLV Financial LLP

SRLV Financial LLP are delighted to announce a new partnership with The Private Office (TPO)

As you may be aware, SRLV Financial has been utilising the compliance and investment advisory services of Helm Godfrey Partners to support the provision of financial planning advice to the clients of SRLV.

In striving to provide the best advice in the most efficient manner, we have been reviewing this arrangement and after a lot of thought, we have decided to make changes.

Going forwards SRLV Financial will partner with multi award winning firm, The Private Office, who specialise in independent financial planning advice, helping their clients create, sustain, protect and grow their wealth. TPO have gained a solid reputation amongst both clients and industry professionals for providing a high quality and reliable service.

As part of the new arrangement, SRLV Financial will become part of TPO which will allow us to better access the wealth of their resources. All of the existing SRLV Financial team will remain in place and will continue to be the day to day contacts.

The close working relationship between SRLV Financial and SRLV Accountants is integral to the holistic approach we take to providing financial planning advice. This joined up working will continue going forward.

Please be assured that we will be working closely with TPO during this change over to ensure a seamless service, but if you do have any questions or queries, please contact us via the details below.

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Chris Reed
Financial Planner

Important Regulatory Information

Until 1 April 2019, SRLV Financial LLP was an Appointed Representative of Helm Godfrey Partners Limited, which is authorised and regulated by the Financial Conduct Authority. From 1 April 2019, SRLV Financial is an Appointed Representative of The Private Office Limited, which is authorised and regulated by the Financial Conduct Authority.

A note from The Private Office

Stuart Phillips “We are very proud of the work we do for our clients, and we are looking forward to welcoming the SRLV Financial clients and colleagues into our business. We believe we have the very best range of services available for our clients and pride ourselves in the tailored, transparent approach we bring to your financial planning needs."

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CEO, The Private Office

Contact information

London SRLV
89 New Bond Street
London
W1S 1DA

London TPO
69 Carter Lane London
EC4V 5EQ

Leeds
No 2 The Bourse, Leeds
LS1 5DE

Bath
Cambridge House Henry Street
Bath BA1 1BT

T: 0333 323 9064
E: enquiries@SRLV-financial.co.uk