Our unique approach
Our unique approach

Independent, trusted and shaped by your individual needs

Women at work
Work with us

We offer insight into a world of finance that can be as creative and fulfilling as you are willing to make it.

Chartered Financial Planners
Chartered Financial Planners

We've been awarded the exclusive CII Chartered Standard of Excellence

Inheritance tax: Addressing the £293bn Taboo
Watch back: Inheritance Tax Webinar

Watch the recording of our recent webinar 'Inheritance tax: Addressing the £293bn Taboo'

We are proud to have been accredited with the Pension Transfer Gold Standard.
We're Gold Standard accredited!

We have your best interests at heart when providing financial advice on a potential pension transfer.


We are an award-winning firm of Chartered independent financial advisers united by one vision: to provide personal and tailored wealth management services to those in search of stability and guidance.

We combine more than 20 years of experience and skills to provide you with the financial advice you need, no matter how unique your situation.

Not all financial advisers are equal

Different types of adviser

Why our clients choose us

Some needs are more complex than others. Whether you're looking for specialist advice or need to meet distinct investment requirements, we treat every client on a case-by-case basis. That means doing whatever is necessary to make sure you get the best results.


Truly independent and unbiased


On the client's side


Award winning

Don’t take our word for it

Our clients speak for us:


A client from Wiltshire

Nothing was over-complicated and it was easy to understand the plan. We need flexibility and The Private Office was able to accommodate this and clearly had a good understanding of what would suit us. 


A client from London

TPO have a disciplined and robust approach to investing. They have performed very well for our family over a couple of decades, and hit a sweet spot for our risk/return profile.

The value of advice

Here’s the evidence

Studies show that those who take independent financial advice are better off than those who don't.


Consumers with advisers save longer and contribute more to investment products, leading to an average of £40,000 more in investment value than those without advisers.



Consumers who seek advice on cash-based saving products save an average of £20,000-£59,000 more than those who did not seek advice.



The average pension pot for consumers with financial advisers is nearly twice the size of those without advisers.


How we can help grow and protect your wealth

Ongoing advice is key to reaching your goals and securing your financial future. We work closely with our clients to provide personalised financial service that will help them build plans, stay on track, and provide them with peace of mind.


Get help planning a comfortable retirement


Take advantage of expert advice on your individual investment needs

Tax planning
Tax planning

Align your assets and your goals with efficient, expert strategy

Cash management
Cash management

Save and spend cash efficiently with professional guidance

Advice for business owners
Advice for business owners

Stay informed with the help of experienced business management consultants

Specialist wealth management issues
Specialist wealth management issues

Expertise in handling divorces, personal injury settlements, managing charities and more

Insights from our experts

Get valuable insight from our leading industry experts and kick start your financial planning journey. 


Regular updates that affect you

Get the latest news  


Independent vs restricted 

What is the difference? 

Guides and tools

View our guides

How we work

A diverse team united to assure success

The Private Office provides the perfect balance of specialist expertise and general consultation to give you one experience for your finances.

You’ll work with a team of technicians, administrators, advisers, and specialists and have access to a wide range of investment solutions, from the conventional to the unique.

We’re committed to transparent and fair-value fees for all our services
We’re committed to transparent and fair-value fees for all our services

We’re committed to transparent and fair-value fees for all our services

Meet our expert team

Our team members have extensive experience in the UK financial and investment industries. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK. 

People Block

Susan Tait - Chartered Financial Planner at The Private Office

Susan Tait

Partner - Chartered Financial Planner, APFS

4.8 out of 5

Top Rated Adviser 2022

Susan has a broad range of experiences dealing with high net worth clients who pose complex financial circumstances.

Kirsty Stone

Kirsty Stone

Senior Financial Adviser - Chartered Financial Planner, APFS

Rated 4.6 out of 5

Top Rated Adviser 2022

Kirsty is a Chartered Financial Planner and expert in cash flow forecasting and advises in all aspects of financial and strategic planning

Photo of Julian Frere

Julian Frere

Partner - Chartered Financial Planner, APFS

4.8 out of 5

Top Rated Adviser 2022

Julian advises on pension reviews, retirement planning, investment management, tax efficient structuring, life insurance and succession planning.

Arrange a free consultation

We are committed to helping you create, sustain, protect, and grow your wealth.

Reach out to our team of financial advisers near you to learn more about how we can help you preserve your future wealth.

Our relationship step-by-step

  1. Getting to know you

    A short phone call and complimentary initial meeting with a qualified financial adviser to get to know you and your financial position.

  2. How can we help

    We explore your needs and design a bespoke service plan with agreed fixed fees.

  3. Sharing solutions and advice

    We begin a closer examination of your financial situation and provide a detailed financial plan based on market research and financial modelling.

  4. Working with you long-term

    Once our financial plan has been implemented, we provide ongoing portfolio review, valuations, and service assessment regularly to ensure that your wealth is secure.

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0333 323 9065

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