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TPO Invest

Simple, innovative investing

TPO Invest brochure

Download our brochure to find out more about TPO Invest

Key features documents

These documents are here to help you understand the products available on the platform and decide whether they are right for you.

 

Any Questions?

If you have any questions about TPO Invest, please contact us using the details below.

T: 0333 323 9067
F: 0333 323 9066
E: info@tpoinvest.com

Important documents

TPO Invest brochure
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TPO Invest brochure

Find out all the key information about the TPO Invest platform, including available products, asset protection, cash management and paying in and out.

Download

TPO Invest Platform Terms and Conditions
Download
TPO Invest Platform Terms and Conditions

This document explains how TPO Invest works, the roles of The Private Office and our partners, and what to expect when using the platform.

Download

SS&C Terms and Conditions
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SS&C Terms and Conditions

SS&C Hubwise are the platform operator, responsible for custody, transaction execution, technology, and the operation of certain tax wrappers.

Download

TPO Invest SIPP Terms and Conditions
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TPO Invest SIPP Terms and Conditions

Information about the administration of the TPO Invest self-invested personal pension (SIPP).

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Charges Schedule
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Charges Schedule

A summary of the custody and administration charges for TPO Invest. Fees are only applicable once your application is accepted, and money is received into your account.

Download

Conflicts of interest policy

Download

Best execution policy

Download

TPO Privacy Notice

Read here

Latest news and insights

news
Winners and CEO on stage with trophies

Abigail Banks and Emma Clement Celebrate Wins at WIFA 2025

24th November 2025

We are thrilled to congratulate Abigail Banks and Emma Clement on their impressive achievements at the Women in Financial Advice Awards 2025.

news
Green piggy bank in bubble wrap

Financial Services Compensation Scheme limit rises to £120,000

21st November 2025

The FSCS has announced the first increase to their protection limit in eight years, offering a boost to savers across the country.

news
Portrait of female pensioner tearing paper with the word pension

Reeves rules out pension lump sum cut

14th November 2025

Chancellor Rachel Reeves will not reduce the tax-free pension lump sum allowance in the upcoming Budget, despite earlier speculation. The decision follows a surge in pension withdrawals and confirms the current limit remains unchanged.

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The Private Office, TPO, TPO Wealth, and TPO Invest are trading names of The Private Office Limited (company number 10226899), which is authorised and regulated by the Financial Conduct Authority (FCA), firm reference number 789482. 

Investment Champion Online Limited is an Appointed Representative of The Private Office Limited, which is authorised and regulated by the FCA. Both companies are registered in England and Wales with a registered office at 2 The Bourse, Leeds LS1 5DE. 

Our details may be checked on the FCA Financial Services Register at https://register.fca.org.uk/. Please note that the Financial Conduct Authority (FCA) does not regulate cash flow planning, estate planning, tax or trust advice.