Welcome to our new website
At The Private Office we’re constantly searching for new ways to add value to our service and in the last year you will have seen the launch of several new initiatives to help us do this. We’ve redesigned and redeveloped the way we communicate with you digitally, we’ve overhauled our quarterly newsletter so that you hear from our advisers and staff in a way that’s more insightful and easier to digest than ever before and we’ve pooled resource into improving client communications.
With a view to pulling all of these initiatives together, and to aid the creation and development of new ones, we’re delighted to present a complete relaunch of our website.
We’ve introduced a ‘News, Events and Publications’ page to allow you to keep up-to-date with our forthcoming events, the latest news, publications, awards and our thoughts on current issues. And we've developed the whole site with ease-of-use in mind so that it can become your daily reference point for all things 'TPO'.
In the very near future we will be adding a ‘Client Login’ to further expand our digital service. This will provide clients with live valuations, corporate notifications and a secure place to receive and sign documents.
We hope that this site becomes an integral part of your relationship with us and that you are as pleased with the changes as we are. As always please do not hesitate to let us know your thoughts and feedback.
Legacy and Succession Planning
Clients may make use of our proficiency in Legacy and Succession Planning for a variety of reasons but often the principal concern is around the division of assets.
We specialise in providing bespoke advice, not just to entrepreneurs, but all of our clients who are in the process of going through, what we call, a ‘big life event’.
Corporate Financial Planning
Our Advisers have considerable experience advising a range of businesses across a variety of sectors, from a global logistics company to smaller, family-owned businesses.
Investment Portfolio Management
Through our carefully measured, committee-led approach to investments we are able to provide advice on holdings of any size, creating and managing a unique, intricate and tailor-made portfolio with your total discretion at every stage.
Charity Investment Management
We work with a variety of charities, ranging from small local organisations to large academic charities.
We are committed to helping our clients create, protect and grow their wealth. To speak to one of our independent financial advisers please enquire below.
No 2 The Bourse Leeds LS1 5DE
T: 0333 323 9060
F: 0113 245 3663
The information contained within this website is based on the UK regulatory regime, and is therefore restricted to consumers based in the UK. The content is provided for general information only, is not intended to constitute advice, and should not be relied upon when making financial decisions at the expense of obtaining professional advice. Whilst we make every effort to ensure the accuracy of the material provided, we cannot guarantee that it is comprehensive or up to date at all times.
The Private Office is a trading name of The Partners of The Private Office Limited Liability Partnership, authorised and regulated by the Financial Conduct Authority. Our Financial Services Registration Number is 602193 which may be checked on the Financial Services Register by visiting http://www.fca.org.uk/register. The Financial Conduct Authority does not regulate Trusts, Tax Advice or Wills. Registered Office: No 2 The Bourse, Leeds, LS1 5DE. Registered in England and Wales No. OC334113.