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.

The Private Office (TPO)

Stuart Phillips

Acsi Angad Lota

Daniel Douglas-Wright

Alistair Callander

Kay Park

John Grimbaldeston

Claudia Clay (Nisbet)

Nigel Yeo

Mark Hall

Lucie Thornton

The Operations and Project Management Team at The Private Office is responsible for ensuring seamless execution of financial planning services through efficient processes and strategic project oversight. This team manages operational workflows, drives continuous improvement initiatives, and coordinates cross-departmental projects to enhance client satisfaction and organizational efficiency.

Operations and Project Management Team

Financial Planning Team

Client Delivery

Leadership Team

Operations and Project Management Team

About

Team members

Other teams at The Private Office (TPO)

Financial Planning Team

Client Delivery

Leadership Team