We offer insight into a world of finance that can be as creative and fulfilling as you are willing to make it. Watch the recording of our latest webinar, where we discussed the current activity in global investment markets. We are an award-winning firm of Chartered independent financial advisers united by one vision: to provide personal and tailored wealth management services to those in search of stability and guidance.
We combine more than 20 years of experience and skills to provide you with the financial advice you need, no matter how unique your situation. Some needs are more complex than others. Whether you're looking for specialist advice or need to meet distinct investment requirements, we treat every client on a case-by-case basis.
We combine more than 20 years of experience and skills to provide you with the financial advice you need, no matter how unique your situation. Some needs are more complex than others. Whether you're looking for specialist advice or need to meet distinct investment requirements, we treat every client on a case-by-case basis.
Services
About Us
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The Private Office is an award-winning team of independent, Chartered Financial Planning experts working together to protect and grow your wealth. United by an ethos to provide personal and bespoke (tailored) wealth management services to all clients, our work is driven by your needs.
Combining the skills and experience of a diverse team of financial experts, TPO offers independent, service-focused financial advice to those looking to create a comfortable and prosperous future.Our vision and values are clear - to protect and grow our clients' wealth through a service built on the foundations of integrity, confidence, and partnership.
Combining the skills and experience of a diverse team of financial experts, TPO offers independent, service-focused financial advice to those looking to create a comfortable and prosperous future.Our vision and values are clear - to protect and grow our clients' wealth through a service built on the foundations of integrity, confidence, and partnership.
Pensions
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It can provide an essential money-source for your dream retirement and enables you to live the lifestyle you have worked hard to obtain. Pensions have also changed significantly over the last 20 years. You may have had several jobs or had a period of self-employment which will have affected the type and complexity of your pension.
Investing
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With careful financial planning we can help you achieve your financial goals through investing. This is based on your attitude to risk and our approach is built around you, your needs and what you want to achieve. Here at The Private Office we have over 1 billion of client funds under management and have a specialist team that reviews our portfolios regularly to ensure your investments are working hard for you.
Tax Planning
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Taxation is the money which we must pay to the UK government on items such as our income, capital gains, property, businesses and more. There are many reasons which mean we must pay tax, there are also products and means by which we can reduce the final amount of tax that we pay.
Our tax planning services include certain products, allowances and guidelines to ensure your money is working its hardest and to ensure the tax you pay is ultimately a fair, yet minimal, amount.Taxes either direct, such as income tax, or indirect such as VAT, are a part of everyday life. Tax is an important factor for consideration when we design your financial plan- the impact of poor tax planning should not be under estimated.
Our tax planning services include certain products, allowances and guidelines to ensure your money is working its hardest and to ensure the tax you pay is ultimately a fair, yet minimal, amount.Taxes either direct, such as income tax, or indirect such as VAT, are a part of everyday life. Tax is an important factor for consideration when we design your financial plan- the impact of poor tax planning should not be under estimated.
Cash Management
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Being active with your cash management is a simple, but effective way to attract the best interest rates on your savings account and to help you mitigate the effect of inflation. By staying on top of your savings account, you will see the greatest rewards by maximising how much interest you can earn.
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