The Private Office

Business Details

Award-Winning Financial Advisers for Personalised Wealth Management

Established as award-winning Chartered Independent Financial Advisers, we have dedicated over two decades to delivering expert, client-centric financial guidance. Our firm specialises in pensions, investment management, tax planning, and wealth preservation, prioritising long-term relationships through fixed-fee structures. With offices in Leeds, London, and Bath, we serve clients nationwide, combining advanced cash-flow modelling with tailored strategies to secure financial futures. Our Chartered status reflects our commitment to professional excellence, while our independence ensures unbiased advice aligned with individual client goals.

Recognised for our expertise in complex financial planning, including divorce settlements, trusts, and business succession, we maintain regulatory oversight from the Financial Conduct Authority. Through digital innovation like our Savers Hub platform, we empower clients to manage multiple savings accounts efficiently, complemented by regular market insights and educational resources. Our team of experienced Chartered Financial Planners delivers bespoke solutions, from retirement planning to intergenerational tax strategies, supported by a transparent, fee-based approach.

Services

Pensions Investments Tax Planning Cash Management Business Owners Advice Specialist Wealth Management

Highlights and features

We offer 20+ years of Chartered financial planning expertise
Our fixed-fee model ensures transparent, predictable pricing
We provide tailored cash-flow modelling for precise financial planning
Our team holds advanced qualifications including FPFS and APFS designations
We operate with full regulatory oversight from the Financial Conduct Authority

Associations and certifications

Chartered Financial Planners
Financial Conduct Authority (FCA) Regulated

What people say

Expert guidance Personalised service Clear communication Trusted advisors Professional approach

Website

Update Listing

Services

Pensions

We provide comprehensive pension planning services including consolidation strategies, tax-efficient contributions, and drawdown solutions. Our Chartered Financial Planners use advanced cash-flow modelling to help clients achieve comfortable retirement outcomes. With expertise in defined benefit transfers and state pension optimisation, we ensure clients maximise their retirement income while complying with HMRC regulations.

Investments

Our investment management services create tailored portfolios aligned with individual risk profiles and financial goals. We employ a disciplined approach combining traditional and alternative assets, with ongoing monitoring to adapt to market changes. Clients benefit from our Sustainability Disclosure Regime compliance and access to exclusive investment opportunities, ensuring long-term capital growth while maintaining appropriate risk controls.

Tax Planning

We specialise in maximising tax allowances through strategic capital gains tax planning, inheritance tax mitigation, and ISA optimisation. Our experts develop bespoke solutions for high-net-worth individuals and businesses, including intergenerational tax strategies. With regular updates on Budget changes like Autumn 2025 reforms, we ensure clients maintain tax-efficient structures that adapt to evolving legislation.

Cash Management

Our cash management solutions optimise liquidity through competitive savings accounts, fixed-rate bonds, and cash ISAs. The Savers Hub platform enables clients to manage multiple accounts efficiently, while our experts provide guidance on emergency fund allocation and short-term financial goals. We regularly update clients on best-buy products and interest rate changes to maximise returns.

Specialist Wealth Management

We address unique financial challenges including divorce-related settlements, personal injury compensation, and trust structures. Our specialists provide equity release solutions, business succession planning, and income protection strategies. With expertise in high-net-worth requirements and complex regulatory environments, we deliver comprehensive solutions for clients with sophisticated financial needs.

People

Alex Hatfield

Partner - Chartered Financial Planner

With 199 client reviews and a 4.7 rating, Alex specialises in life-stage financial planning using cash-flow modelling to provide retirement clarity. Holds FPFS and MCSI designations.

Ellie Jarvis

Financial Adviser - Chartered Financial Planner

Based in Leeds, Ellie offers nationwide financial guidance specialising in retirement planning and tax strategies, maintaining a 4.9 client satisfaction rating across 50 reviews.

Steffan Alemanno

Senior Financial Adviser - Chartered Financial Planner

Supporting diverse financial planning needs with a 4.6 rating from 113 client reviews, Steffan focuses on long-term wealth preservation strategies.

Questions

What pension consolidation options do you offer?

We provide comprehensive pension consolidation advice, evaluating defined benefit transfers and tax implications to create unified retirement strategies.

How can I make tax-efficient investments?

Our specialists develop tax-efficient portfolios using ISAs, capital gains tax planning, and trust structures tailored to your financial circumstances.

Do you offer digital financial management tools?

Yes, our Savers Hub platform allows clients to manage multiple savings accounts and track investments through our digital solutions.

What specialist financial services are available?

We provide expert guidance on divorce settlements, trusts, equity release, and business succession planning for complex financial situations.

How do you charge for financial advice?

We operate a transparent fixed-fee model with no hidden charges, ensuring clear cost structures for all our advisory services.

What areas do you cover?

We serve clients nationwide from offices in Leeds, London, and Bath, supporting over 3,000 clients across the UK.

Reviews (4)

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George Gavin

Dec 11, 2020 Report

TPO pay attention to their customers needs. They keep the customer informed and invest in a way to benefit the customer.

Dr. Fred Dave

Nov 13, 2019 Report

5 not for the business which expects employees to go on line and give it 5; that's where all the other 5's are from by the way. No no no. This 5 is because of the location history. This is the place where the world's very first off the peg suit's were made. Yes right here in Leeds. And yes you should be impressed. Before this your only option was to have your clothes made or make em your self
As for the private office financial services, well read the non 5 star review and make your own mind up. After all it's your money

Rachel S.

Sep 01, 2017 Report

Worst place I've ever worked, full of liars and people who have nothing better to do than belittle you. All they do is chat to each other and gossip, also spread false rumours. Terrible environment. Leaving there made me realise there's fantastic places to work with lovely friendly people unlike the private office.

Zoe Warner

Aug 19, 2017 Report

The Private Office is a fantastic company to be a part of. They really see the potential in people and help them to progress through their career. The culture is one of a family feel and everyone works well together as part of a team. No one goes unrecognised and everyone is rewarded appropriately. Our summer and Christmas parties are always so much fun and really make you feel appreciated. Overall a fabulous team and a great place to work! :)