The Private Office (TPO)

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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 se... Read more

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Stuart Phillips
CEO - Chief Executive Officer

Stuart Phillips

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Lucie Thornton
Chief People Officer
Mark Hall
Associate Director Of Client Delivery
Nigel Yeo
Chief Operating Officer
Claudia Clay (Nisbet)
Risk & Regulatory Director
John Grimbaldeston
Chief Marketing Officer
Kay Park
Associate Director Of Change Delivery
Alistair Callander
Chief Financial Officer
Daniel Douglas-Wright
Investment Director
Acsi Angad Lota
Investment Strategist