The Private Office is led by a team of financial advisers who have worked together for more than a decade, first for one of Europe's leading practices and now as The Private Office. We have a personal relationship with every client: each one receives the special attention of one partner and the combined knowledge and experience of us all.

Serviced Areas

  • Nationwide

Contact Details

  Website
  City Leeds
  Postcode LS1 5DE
  Address No 2 The Bourse
  Phone Number 0333 323 9065

Products & Services

Investing

We all want our money to grow and this can be achieved through investing.

With careful financial planning we can help you achieve your financial goals through investing.

This is based on your attitude to risk and our approach is built around you, your needs and what you want to achieve.

Here at The Private Office we have over £1 billion of client funds under management and have a specialist team that reviews our portfolios regularly to ensure your investments are working hard for you.


Pension

Your pension is important.

It can provide an essential money-source for your dream retirement and enables you to live the lifestyle you have worked hard to obtain. Pensions have also changed significantly over the last 20 years.

You may have had several jobs or had a period of self-employment which will have affected the type and complexity of your pension.

Here at The Private Office, our pension planning specialists can help you clearly understand your options and give pension advice that is suited to your circumstances and individual needs

  • I would recommend this business

TPO pay attention to their customers needs. They keep the customer informed and invest in a way to benefit the customer.

Value for money
Service & support
Quality
Location
Overall ratingExcellent

  • I would recommend this business

5 🌟 not for the business which expects employees to go on line and give it 5; that's where all the other 5's are from by the way.
No no no. This 5 🌟 is because of the location history. This is the place where the world's very first off the peg suit's were made. Yes right here in Leeds. And yes you should be impressed.
Before this your only option was to have your clothes made or make em your self
As for the private office financial services, well read the non 5 star review and make your own mind up. After all it's your money

Value for money
Service & support
Quality
Location
Overall ratingExcellent

Customer Testimonials

The Private Office is a fantastic company to be a part of. They really see the potential in people and help them to progress through their career. The culture is one of a family feel and everyone works well together as part of a team. No one goes unrecognised and everyone is rewarded appropriately. Our summer and Christmas parties are always so much fun and really make you feel appreciated. Overall a fabulous team and a great place to work!


As a university graduate working at the Private Office, I feel I am valued wholly by my colleagues and managers. So far I have experienced various departments within TPO and have come across the same values within each, teamwork and excellence being the two most prominent. I am excited to see what the rest of my time on the TPO graduate programme will bring and I look forward to the friendly, upbeat office environment here every day!

Social Activity

We ditched the #Friday take-away to make our own Fake-away! Last Friday marked our final #livecookingclass with https://t.co/9Xt7jbnybK
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It's back! You can now sign-up to our webinar; TPO Markets Matter: Investment Market Commentary 2020 Q2 edition. https://t.co/1RJiifBN5N
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Sparks of competition in the fixed term bond market Find out about these changes and the some of the current bes https://t.co/75XSASy3sn
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Hello and virtual welcome to you! In today's world of working, we were delighted to host our very first virtual https://t.co/A2vQ2ocT11
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Our TPO Insight Newsletter - Summer Issue 2020 is OUT NOW! Don't miss out on articles, stories and more! If y https://t.co/9eAS8JKgNz
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Is NS&I the new hero? With best buy rates falling across the board, its not just NS&I easy access accounts that a https://t.co/91BQSkTtKD
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Look who it is Don't forget to read the article for more information! https://t.co/h89F1Dx8M8
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Are you saving enough? The savings ratio is on the increase as more people recognise the importance of a cash bu https://t.co/zf6lHcSkmg
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From Our Website

Being active with your cash management is a simple, but effective way to attract the best interest rates on your savings account and to help you mitigate the effect of inflation. By staying on top of your savings account, you will see the greatest rewards by maximising how much interest you can earn. It does depend on the type of account you choose but as a general rule, easy access accounts will pay less than fixed term accounts which do not allow access to your money until maturity And the longer the term the better the rate.


Taxation is the money which we must pay to the UK government on items such as our income, capital gains, property, businesses and more. There are many reasons which mean we must pay tax, there are also products and means by which we can reduce the final amount of tax that we pay. Our tax planning services include certain products, allowances and guidelines to ensure your money is working its hardest and to ensure the tax you pay is ultimately a fair, yet minimal, amount. Taxes either direct, such as income tax, or indirect such as VAT, are a part of everyday life.