The Private Office (TPO) is an award-winning, chartered financial planning firm that has been delivering independent, tailored financial advice for more than 13 years. Based in London, Leeds and Bath, it helps clients across the UK with their wealth management and financial planning needs.

Many of its expert members of staff have been working together for more than 20 years, looking after private clients, families and owner-managed businesses. Clients benefit from the team’s collective knowledge, resources, time and expertise, while still receiving a personalised service from a dedicated adviser.

TPO offers advice that is fully independent. It prides itself on working for the client, not a product provider, which means it can be unbiased. It works in partnership with clients to offer a fully tailored, transparent service that best meets their circumstances and needs.

TPO walks the walk when it comes to being led by sustainable principles. Keen to make significant contributions towards saving the planet, it donates 25% of its future value to environmental charities. The sustainable ESG Portfolios launched and managed by TPO have received inflows of more than £50m in the first 12 months.

The firm’s majority shareholder is one of the leading environmental philanthropists in the UK, with a track record in instigating and actively supporting UK and global environmental charities and causes, including the Trillion Tree Campaign.

TPO has continued to expand during the pandemic, recruiting more trainee advisers, graduates and apprentices. A new paraplanning academy, modelled on the award-winning Financial Planning Executive academy, which trains financial advisers, has now been created.

With its advisers generally about 20 years younger than the UK’s average, TPO is equipped for significant future growth and changes in client attitudes and behaviours, and the adoption of technology.