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Making the most of your wealth

Wealth management centred around you

What is Wealth Management

Wealth management is the broad term given to a service that focuses on investing and managing clients' ‘wealth’. Ordinarily this is not focused on financial planning, but on the firm offering the service, and can range from investment only to more broad services including tax, estate and retirement services being offered too.  

Wealth management can be provided by in-house solutions, such as ‘model portfolios’ which form the core of many companies’ business propositions to clients or external providers who may specialise in certain fields, such as 'impact’ investing.

What's the difference between wealth management and financial planning?

Wealth managers typically manage client investment portfolios in isolation once an appetite to risk has been identified and agreed. Financial planners, on the other hand, offer a more holistic approach to managing money which takes into account broader financial planning structures and objectives.

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Life happens and your situation can change, does your wealth management evolve with you?

Why is wealth management important?

Wealth management is important because it ensures the suitability of how money is being used, for what purpose without taking excessive risk or over-investing, which can be a common mistake. The right investment solution to pair with a client's financial plan is paramount to their long-term success.

Through proper support and services offered by TPO, clients can benefit from knowing how and why they are investing. By having clarity over how you are going to achieve your objectives and having your own bespoke benchmark, you can keep track of how close you are to achieving your personal financial objectives.

Investment philosophy
Investment philosophy

Find out more about the beliefs and values that drive our investment services.

Wealth management services
Wealth management services

Understand all the services available to you from our expert advisers.

Intergenerational wealth management
Intergenerational wealth management

Discover how managing your money today can help your children tomorrow.

What are the benefits of wealth management?

Wealth management is designed to provide results and peace of mind, as well as a well-managed solution for growing your wealth for future needs. Allowing your wealth to be professionally managed removes the emotion from the equation, allowing your investments to be handled objectively.

A team of professionals who analyse, manage and implement your investment strategy that is tailored to your objectives, ensures the amount of risk taken is controlled, thereby providing you with peace of mind!

Protect your wealth
Protect your wealth

Discover how our expert advisers can use wealth management strategies to keep your wealth protected.

Our awards

Leading expert advice

  • Rectangle-copy_1.png

    Independent Financial Advice award at the Gold Standard Awards Ceremony in the House of Commons

    The Gold Standard Awards acknowledge those who strive to deliver excellence to their customers as well as building confidence within the financial services sector.

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    The Financial Times Top 100 Financial Advisers Award

    The awards identify firms based on a range of different areas, the best investment advice firms assisting clients in the market, and those who demonstrate that savers can be certain their money is being managed by the best people.

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    Rated 4.8 stars of 5 at Vouchedfor

    1,928 reviews for 51 advisers

Meet our expert team

View all our experts .

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Susan Tait - Chartered Financial Planner at The Private Office

Susan Tait

Partner - Chartered Financial Planner, APFS

Rated 4.8 out of 5

Top Rated Adviser 2022

Susan has a broad range of experiences dealing with high net worth clients who pose complex financial circumstances.

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Julian Frere

Partner - Chartered Financial Planner, APFS

Rated 4.8 out of 5

Top Rated Adviser 2022

Julian advises on pension reviews, retirement planning, investment management, tax efficient structuring, life insurance and succession planning.

Kirsty Stone

Kirsty Stone

Senior Financial Adviser - Chartered Financial Planner, APFS

Rated 4.6 out of 5

Top Rated Adviser 2022

Kirsty is a Chartered Financial Planner and expert in cash flow forecasting and advises in all aspects of financial and strategic planning

Arrange a free consultation 

We are committed to helping all of our clients create, sustain, protect and grow wealth.

Reach out to our team of financial advisers near you to learn more about how we can help you preserve your future wealth.

Our relationship step-by-step

  1. Discovery

    A short phone call with some simple questions to ensure we’re a good fit. Initial meeting, without charge or obligation, with a qualified financial advisor to get to know you and your financial position.

  2. How can we help

    Formulation and agreement of your bespoke service and fees.

  3. Solutions and advice

    Detailed financial plan based on market research and financial modelling.

  4. Implementation and ongoing review and service

    Plan execution, ongoing portfolio review, valuations and service assessment.

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