The Private Office is an award-winning, chartered financial planning firm that has been delivering independent, tailored financial advice since 2008.

Based in Leeds, London and Bath, the firm helps clients across the UK with their financial planning needs. Many of the expert team have worked together as colleagues for over 20 years, looking after private clients, families and owner-managed businesses. Clients benefit from the collective knowledge, resources, time and expertise, while receiving unrestricted, personalised service from their dedicated adviser.

The business works in partnership with all of its clients to shape its approach to their circumstances and needs. It’s a fully tailored, transparent service built around the client and using transformational digital technology to deliver bespoke investment and client management services.