The Private Office

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

Based in Bath, Leeds and London, 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 work for you, not a product provider, meaning we can be unbiased and sit 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.