The Private Office

Independent Financial Adviser  The Private Office, London, EC4V 5EQ
First meeting at adviser's own cost
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
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Annuity purchase
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Steffan Alemanno Dip PFS
Financial Adviser
Miss Abigail Banks
Financial Adviser
Mr Daniel Blandford FPFS
Senior Financial Adviser
Mr Julian Frere APFS
Partner - Chartered Financial Planner
Mr Nicholas Barraclough Dip PFS
Senior Financial Adviser
Mr Roger Clarke APFS
Partner - Financial Adviser
Mrs Donna Buffham APFS
Senior Financial Adviser
Mr Matthew Brown Dip PFS
Financial Adviser
Miss Amanda Curd FPFS
Financial Adviser
Mr Matthew Cole Dip PFS
Senior Financial Adviser
What our clients say
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 house move in 2020 and gave advice on the best funds to withdraw, keeping in mind Capital Gains Tax. He advised on a number of transactions throughout the year, including a rebalance of funds within my portfolio. He also advised on tax planning for the forthcoming year. I received an excellent follow up report of our meeting.
Client, Jun-21
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 any sales motivation. I hope to be back talking to TPO!
Client, Jul-21
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 Pension saving being with one of the financial giants but just because if that giant-ness I am leaving them (don't tell them they don't know, yet) Since I perceive their deadlings with me more like being a number. Laura showed me that it can be different.
Client, Jul-21
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 options. Despite the turbulent markets due to the pandemic I have stilled achieved the rate of return I was hoping for.
Client, May-21
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 transfer. Alex talked us through a variety of scenarios, having been given the details of our requirements. He was thorough and the information he provided was complete. I felt included and involved and have always felt confident with his approach and advice. I have no regrets that we approached Alex and the TPO team, and have since recommended them to another family member.
Client, Jan-21
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 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.

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 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.

Where to find us
Head office address: The Private Office, 69 Carter Lane, London, EC4V 5EQ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£151,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021

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