The Private Office

Initial consultation free
Independent
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.

We can advise you on

27884
£100k+
£100k+
£100k+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

Mr George Hicks Dip PFS
Chartered Financial Planner
Mr Daniel Lea Dip PFS
Chartered Financial Planner - Senior Financial Adviser
Mr Robert Morse APFS
Senior Partner - Chartered Financial Planner
Mr Tony Padgett APFS
Chartered Financial Planner - Senior Financial Adviser

What our clients say

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Client
We sought financial advice following changes to a company pension scheme which brought about the need to reassess our future requirements, and encouraged us to examine other options including a...
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Client
Laura and her colleague explained in finesse how my pension finances will look in futures if XYZ changes or not. It gave me confidence in going forward with TPO the company she works for, despite my...
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Client
I needed good financial advice regarding my investments and future planning.He provided me with a comprehensive annual review of my portfolio. He also instrumented the release of funds to enable my...
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Client
Having retired I need professional advice on how best to invest my savings. David gave me a comprehensive account of the various options available to me and clearly explained the pros and cons of the...
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Client
First impressions left me feeling positive in that I got straight talking and clear advice. All my awkward questions were met with plain and clear answers. A refreshingly open conversation without...

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