Independent financial advisers Bath
Understanding families and business owners’ needs is at the heart of what we do. Our aim is to ensure we help protect and grow wealth by delivering a personalised service.
Our office is based 3 minutes away from the beautiful Roman Baths and our team of experts provide wealth management in Bath to around 200 clients. TPO has in the region of £1.8b assets under management of which the Bath office manages approximately £136m.
Please note: we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
Contact a financial adviser
If you have £100,000 or more in pensions, savings and investments and would like to receive a free initial cash flow forecast consultation, up to the value of £500, please complete the form below.
Directions to our office in Bath
The Private Office and Savings Champion (our sister company) are located approximately a 6 minute walk away from Bath Spa train station.
As you exit the station turn right and cross the road at the light controlled pedestrian crossing.
Join Manvers Street, which is the road directly opposite the railway station. Follow Manvers Street until you reach the second left hand turning, onto Henry Street.
Continue down Henry Street until you reach Cambridge House, which will be on your left. Press the buzzer next to the door and reception will let you in. Once inside the main entrance, go through the double doors on the left side, signposted as ‘Clarendon’, to reach the reception desk.
0333 323 9065
Find our office
The Private Office,
Monday - Friday: 9am - 5:30pm
Our offices are accessible for wheelchairs.