The Private Office (TPO)
Jake De La Cour is a Financial Planning Graduate at The Private Office (TPO) since October 2022, bringing prior experience as an Investment Administration Specialist at YOU Asset Management from July to September 2022. In this role, Jake assisted financial advisors with client relationship management and maintained client profiles using Excel. Earlier experience includes working as a Laboratory Assistant at ADM from August 2020 to September 2021, where Jake learned to operate machinery for testing cereal grains and developed strong communication skills through teamwork. Jake holds a degree in Business Economics from Leeds Beckett University, completed in 2022.
The Private Office (TPO)
The Private Office is one of the UK’s Top 25 Financial Planning Companies acting for more than 2400 individuals, families, businesses and trusts to provide wealth management, financial planning solutions and independent financial advice. We offer tailored planning across a breadth of sectors and services, including: • Personal Financial Planning • Structural Financial Planning • Long-term Care Planning • Expert / Professional Witness Cases • Clinical Negligence / Catastrophic Personal Injury Planning • Corporate Financial Planning • Employee Benefits / Automatic Enrolment • UK & Specialist Pension Planning • Investment Portfolio Management • Alternative and Esoteric Investments • Tax, Estate and Inheritance Tax (IHT) Planning • Charity Investment Management • Legacy and Succession Planning • Entrepreneurial Planning • Media, Music and Entertainment Our team of independent financial advisers specialise in helping clients create, sustain, protect and grow wealth. In October 2016 The Private Office acquired PQR Financial Planning strengthening its London presence. We are also in the process of establishing a permanent presence in Bath. The Private Office is, and always has been, fully independent. This means that we operate without restriction and without bias or affiliation to any product or provider on the market. For further information about the firm please visit our website www.theprivateoffice.com or contact us on 0333 323 9060. Connect with us: Website: www.theprivateoffice.com Please note: The Financial Conduct Authority does not regulate Tax Advice or Estate Planning. The value of investments can fall as well as rise. You may not get back what you invest.