Skip to main content
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 centred 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 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.
This service will typically suit investors with investable assets of at least £250,000, who are looking for a professionally managed financial plan.
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.
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.
See what our clients think of our services
Key documents
As an FCA-regulated firm, TPO takes all reasonable steps to identify and prevent conflicts of interest.
Meet our expert team
People list
Dan Alder
Senior Financial Adviser - Chartered Financial Planner, APFS
Dan is a Chartered Financial Planner, working from our Bath office and supporting clients across the South. He empowers clients to make informed and confident decisions about the present, their longer-term futures and helping the next generation.
Grace Whalley
Financial Adviser - Chartered Financial Planner, FPFS
Grace is a Financial Adviser and Fellow of the Personal Finance Society. She takes the heavy lifting off clients shoulders to help them to navigate various financial life stages and allow them to focus on meeting their different objectives in life.
David Dodgson
Partner - Chartered Financial Planner, FPFS
David is an experienced adviser and a Fellow of the Personal Finance Society (PFS), supporting his clients with their financial needs. His primary aim is to help his clients gain an appreciation of what lifestyle their current and future wealth is capable of delivering.