Business Details
21 Years
experience
Independent Financial Advisers in Leeds, London & Bath
Established in 2005, The Private Office has built a reputation as a leading provider of independent financial advice. Our Chartered status reflects our commitment to professional excellence and client-centric service. With over 20 years of collective experience, our team of certified financial planners delivers tailored solutions for pensions, investments, tax planning, and wealth management. Headquartered in Leeds and operating nationwide, we serve individuals, families, and business owners through offices in London, Bath, and the South West. Our unique approach combines cash-flow modelling, market research, and financial forecasting to create bespoke strategies. Regulated by the Financial Conduct Authority, we maintain strict independence from third-party influences. Client testimonials consistently highlight our expertise in retirement planning, inheritance tax mitigation, and long-term wealth preservation. Our digital TPO Premium service and Family Office solutions cater to diverse financial needs. Through fixed-fee structures and ongoing portfolio reviews, we ensure transparency and long-term value. With 1,200 clients in the North and 1,700 in southern regions, our regional expertise informs national strategies. Our step-by-step process begins with complimentary consultations and evolves into comprehensive financial planning. This structured methodology has earned recognition as 'Advice Champion' in the industry. We maintain professional affiliations with the Chartered Institute for Securities & Investment and the Personal Finance Society.
Services
Pensions
Investing
Tax Planning
Cash Management
Business Owners
Specialist Services
Served areas
- Nationwide
Details
- Year established: 2005
Highlights and features
- Chartered status with 20+ years of financial planning expertise
- Regulated by the Financial Conduct Authority (FCA)
- Tailored solutions for complex financial situations
- Nationwide service with local market expertise
- Award-winning client-focused advisory approach
Associations and certifications
- Chartered Institute for Securities & Investment (CISI)
- Financial Conduct Authority (FCA)
What people say
Award-winning service
Expert guidance
Personalised approach
Excellent communication
Proven results
Services
Pensions
Our pension specialists help clients plan for comfortable retirement through tax-efficient contributions and strategic fund management. We advise on defined benefit transfers, consolidation options, and drawdown strategies. With expertise in current pension legislation, we help clients maximise their retirement income while minimising tax liabilities through tailored solutions.
Investing
Our investment management services create tailored portfolios aligned with individual risk profiles and financial goals. Using cash-flow modelling and market analysis, we develop long-term strategies that balance growth potential with risk mitigation. Our approach incorporates sustainability considerations and regular portfolio reviews to ensure optimal performance.
Tax Planning
We specialise in maximising tax allowances and minimising liabilities through strategic planning. Our services include inheritance tax mitigation, capital gains tax management, and intergenerational tax planning. We help clients utilise ISAs, trusts, and gifting strategies to preserve wealth across generations while maintaining compliance with current tax regulations.
Cash Management
Our cash management solutions optimise savings through competitive ISAs, fixed-rate bonds, and easy-access accounts. We help clients structure their liquid assets for maximum returns while maintaining accessibility. The Savers Hub platform allows seamless management of multiple accounts across different providers for enhanced flexibility.
Business Owners
We provide tailored financial protection and succession planning for business owners, including key person insurance, co-shareholder protection, and pension-based premises solutions. Our services help business owners preserve company value, plan for succession, and implement tax-efficient exit strategies while ensuring business continuity.
People
Ellie Jarvis
Senior Financial Adviser
Chartered Financial Planner with 4.9/5 rating from 50 reviews. Specialises in retirement planning, tax strategies, and investment management for clients nationwide from our Leeds office.
Alex Hatfield
Partner
Chartered Financial Planner and FPFS member with 4.7/5 rating from 199 reviews. Specialises in life-stage financial planning using cash-flow modelling to create long-term strategies for London-based clients.
Steffan Alemanno
Senior Financial Adviser
Chartered Financial Planner with 4.6/5 rating from 113 reviews. Provides comprehensive financial planning solutions for clients across Bath, South Wales, and the South West regions.
Questions
What financial services do you specialise in?
We specialise in pensions, investment management, tax planning, cash management, business succession, and specialist wealth solutions including divorce settlements and trusts.
How do you tailor financial advice to individual needs?
Our step-by-step process begins with complimentary consultations to understand your unique circumstances, followed by bespoke financial planning using cash-flow modelling and market research.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under reference number 789482.
What areas do you cover?
We operate nationwide with physical offices in Leeds, London, and Bath, serving clients across the North, South West, and South Wales regions.
How are your fees structured?
We use transparent fixed-fee structures with no hidden charges, ensuring complete cost clarity from the initial consultation through ongoing portfolio management.
Reviews (7)
George Gavin
Feb 06, 2020
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TPO pay attention to their customers needs. They keep the customer informed and invest in a way to benefit the customer.
Dr. Fred Dave
Nov 13, 2019
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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
Dr Fred D.
Sep 04, 2019
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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
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
Rachel S.
Sep 01, 2017
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Worst place I've ever worked, full of liars and people who have nothing better to do than belittle you. All they do is chat to each other and gossip, also spread false rumours. Terrible environment. Leaving there made me realise there's fantastic places to work with lovely friendly people unlike the private office.
April Leeson
May 17, 2017
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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!
April Leeson
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!
Zoe Warner
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!