The Private Office
To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
We are an award-winning, Chartered financial planning firm who have been delivering independent, tailored financial advice for over ten years.
Based in London, Leeds 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 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.
All clients get free access to TPO Wealth, our secure personal finance portal & App that allows you to manage all your investments, property wealth, and personal financial affairs in one place.
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 including detailed cash flow forecasts
4) Managing pensions, inheritance, estate planning and investments to meet your goals
5) Accessing investment solutions and enabling cost-effective implementation
6) Re-balancing and reviewing portfolios to match your evolving objectives
7) Explaining market cycles and assisting investment decisions
8) Providing a secure, online portal & App - TPO Wealth - which allows you to manage your entire personal financial affairs in one place
9) Accessing alternative investing e.g. Venture Capital Trusts & Enterprise Investment Schemes, for high net worth.
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Online (Live chat, video, email)
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Face to face
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