The Private Office

Independent Financial Adviser No 2 The Bourse, Boar Lane, Leeds, UK, LS1 5DE
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
2nd December 2019
Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • School fees planning
    • Critical illness
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Susan Tait APFS
Partner
Adam O'Melia APFS
Adviser
Patrick Fordham APFS
Partner
James Tollefson FPFS
Adviser
Rebecca Bonner DipPFS CTA TEP
Adviser
John Metcalf Dip PFS
Partner
Joseph O'Shea FPFS
Partner
Daniel Schofield Dip PFS
Partner
Guy Austin APFS
Adviser
Nick Barraclough DipPFS
Partner
Wayne Vernon APFS
Adviser
What our clients say
I have great confidence in the work of The Private Office. Whether working alongside them for a mutual client, or where as a trustee I have engaged them, their technical knowledge and expertise is excellent. Their ability to express technical matters in a clear and accessible way is particularly good. They work very well as part of a team, and are keen to work collaboratively to ensure the best solutions and service for the client. In an increasingly complex investment world, their advice is invaluable for trustees, facilitating informed decisions and enabling trustees to demonstrate proper regard to their duties
Rachel, Harrogate
I have great confidence in the work of The Private Office. Whether working alongside them for a mutual client, or where as a trustee I have engaged them, their technical knowledge and expertise is excellent. Their ability to express technical matters in a clear and accessible way is particularly good. They work very well as part of a team, and are keen to work collaboratively to ensure the best solutions and service for the client. In an increasingly complex investment world, their advice is invaluable for trustees, facilitating informed decisions and enabling trustees to demonstrate proper regard to their duties Rachel, Harrogate
Rachel, Harrogate
Where to find us

No 2 The Bourse, Boar Lane, Leeds, UK, LS1 5DE

Make an enquiry
About us

We are an award-winning, Chartered financial planning firm who have been delivering independent, tailored financial advice for over ten years.

Based in Leeds, London and Bath, we help clients across the UK with their financial planning needs.

Many of our expert team have worked together as colleagues for over 20 years, looking after private clients, families and owner-managed businesses.

As a client, you will benefit from our collective knowledge, resource, time and expertise, while still receiving the unrestricted, personalised service from your dedicated adviser.

Our advice is, and always has been, fully independent; we are unbiased and have none of our own products to sell, meaning that we are always sat ‘on your side of the table’.

We work in partnership with all of our clients to shape our approach to your circumstances and needs – it’s a fully tailored, transparent service built around you.

Our services

We work closely with you to build plans and stay on track through a process of regular consultation, refinement and restructuring where appropriate.

We can help you by:

1] Recommending how to manage your cash savings with access to the largest available savings data in the UK

2] Taking advantage of personal allowances where available

3] Defining and agreeing personal planning strategies

4] Managing pensions, inheritance, estate planning and investments to meet your goals

5] Accessing investment solutions and enabling cost-effective implementation

6] Rebalancing and reviewing portfolios to match your evolving objectives

7] Explaining market cycles and assisting investment decisions

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0

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