The Private Office (TPO) Employee Directory
Financial ServicesUnited Kingdom51-200 Employees
The Private Office (TPO) is a mid-sized financial services firm based in Leeds, England, that provides wealth management, financial planning solutions, and independent financial advice to more than 2,400 individuals, families, businesses and trusts. It operates as an independent adviser, without restrictions or affiliations to any product provider, allowing it to tailor guidance across a broad range of services. The firm's service scope includes personal and corporate financial planning, long-term care planning, investment portfolio management, tax, estate and inheritance tax planning, and specialist areas such as media, music and entertainment. The company has been expanding its footprint, acquiring PQR Financial Planning in 2016 to strengthen its London presence and pursuing a permanent Bath presence. In September 2024, TPO announced a partnership with Pacific Asset Management LLP to enhance its investment solutions for a diverse client base.