The Private Office
The Private Office is a UK Chartered Independent Financial Adviser, FCA-authorised and operating from Leeds, London, and Bath. It delivers fixed-fee, personalised wealth management across pensions, investing, tax planning, and specialist services to over 3,200 high-net-worth individuals, business owners, and niche client segments.
- Company typePrivate
- Founded2008
- HeadquartersBath, United Kingdom
- Headcount101–250
- GTM typeB2C
- OfferingServices
What The Private Office does
The Private Office Limited is a UK-based, FCA-authorised (FRN 789482) Chartered firm of Independent Financial Advisers headquartered in Leeds, with additional offices in London and Bath. The firm provides personalised, fixed-fee financial advice to more than 3,200 clients nationwide, with no third-party product or provider restrictions. Its core service offering spans five areas: pensions, investing, tax planning, cash management, and specialist services for business owners, high net worth individuals, charities, divorcees, and media/entertainment professionals. The firm also offers a charity investment management service, a defined benefit pension transfer guide, and an online retirement calculator.
The firm's technology layer is centred on financial planning software with cash flow modelling used to visualise clients' financial futures, supplemented by an online retirement calculator and downloadable planning guides. Distribution is delivered through a direct, adviser-led model across three regional offices, supported by a digital marketing presence spanning the firm website, LinkedIn, Facebook, Instagram, and X, plus a newsletter, webinars, and earned media in major UK publications. Service delivery is organised across three tiers: TPO Direct (digital-first), TPO Premium (enhanced advisory), and TPO Family Office (comprehensive wealth management for HNW families), with an Appointed Representative, Investment Champion Online Limited, extending online investment services under the firm's FCA umbrella.
Revenue is generated through agreed fixed fees for financial planning services rather than commissions, with multi-year contracts producing subscription-like recurring revenue. The firm employs 101-250 staff and is led by CEO Stuart Phillips, with Claudia Clay serving as Risk and Regulation Director and a partner-level bench of Chartered Financial Planners (including Alex Hatfield, David Dodgson, Abigail Banks, Jane Reade, and Steffan Alemanno). The business is privately held with no institutional investment, and operates under DBA brands TPO, TPO Wealth, and TPO Invest.
The Private Office firmographics
Firmographics- Name
- The Private Office
- Legal name
- The Private Office Limited
- Website
- https://theprivateoffice.com
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- The Private Office is a UK Chartered Independent Financial Adviser, FCA-authorised and operating from Leeds, London, and Bath. It delivers fixed-fee, personalised wealth management across pensions, investing, tax planning, and specialist services to over 3,200 high-net-worth individuals, business owners, and niche client segments.
- Ownership category
- akta.pro rank
The Private Office industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Office Advisory (Single/Multi-Family) (FSAEAAAI)
- akta.pro secondary industries
- Estate Planning, Trust Structuring & Governance (FSAAADAF), Family Office Trust & Fiduciary Services (FSAEAKAF)
Keywords
Where The Private Office is headquartered
LocationHeadquarters
- HQ city
- Bath
- HQ country
- United Kingdom
- HQ region
- Europe
Offices3 records
Markets served
The Private Office business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Fixed-Fee Financial Advisory Services: The Private Office provides personalised, fixed-fee financial advice to individuals and families. The firm offers different service tiers including TPO Direct (digital approach), TPO Premium service, and TPO Family Office solution. Revenue is generated through agreed fixed fees for financial planning services rather than commission-based models, ensuring unbiased advice.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Multi-year contract | Fixed-fee financial advice with tiered service levels |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels10 records
The Private Office product offering
Product offeringCore offering
The Private Office is a UK-based Chartered Independent Financial Adviser firm (The Private Office Limited) that provides personalised financial planning, investment management, pension advice, tax planning, cash management, business owner services, and specialist advice to individuals, families, business owners, charities, and trusts. The firm operates across three tiered service levels (TPO Direct, TPO Premium, and TPO Family Office) on a fixed-fee basis, regulated by the Financial Conduct Authority under firm reference number 789482.
Product overview
The Private Office is an award-winning firm of Chartered Independent Financial Advisers providing personalized, fixed-fee financial advice. The core offering spans five main service areas: Pensions, Investing, Tax Planning, Cash Management, and Specialist Services for business owners and high-net-worth individuals. The firm operates three service tiers: TPO Direct (digital approach), TPO Premium (enhanced advisory), and TPO Family Office (comprehensive wealth management for families). Additional offerings include pension transfer guidance, retirement calculators, charity investment management, and specialized services for the media and entertainment industry. All services are delivered through a network of financial advisers based in Leeds (head office), London, and Bath offices.
Differentiator
Problem solved
Functional benefit
Products and services
- TPO Direct
- TPO Premium
- TPO Family Office
- Pension Planning
- Investment Management
- Tax Planning
- Cash Management
- Business Owner Services
- Specialist Services
Quantifiable outcome
- Clients of financial advisers can be 39% better off in retirement than those who take their own financial decisions
Companies that use The Private Office
Customer profileNamed customers1 record
Segments5 records
Ideal customer profiles3 records
The Private Office technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
The Private Office partnerships and signals
Strategic signalScale indicators3 records
Recent moves6 records
Expansion highlights5 records
The Private Office competitors and assessment
Company assessmentBroad incumbents
- St. James's Place: St. James's Place is the largest UK wealth manager, offering financial advice, investment management, and wealth planning to HNW individuals through a national adviser network. It is a broad incumbent with overlapping services (financial planning, pensions, tax, estate planning) and a comparable UK HNW client focus, but at materially greater scale.
- Rathbones Group: Rathbones is a UK-listed wealth manager providing investment management, financial planning, and tax/estate services to HNW individuals, families, charities, and trusts. It overlaps directly with TPO on HNW family wealth, charity investment management, and estate/trust services, but operates across the UK with significantly larger AUM.
- Quilter: Quilter is a major UK wealth management group combining a platform (Quilter Investors) with a national IFA network. Comparable to TPO on financial planning, pensions, and investment management, but with a much larger platform footprint and a broad UK adviser network.
- Evelyn Partners: Evelyn Partners (formerly Tilney) is a large UK wealth management and professional services group offering financial planning, investment management, and tax/trust services. It is highly comparable to TPO on HNW wealth, trusts, and estate planning, with deeper tax and private client capability but at much greater scale.
- Brewin Dolphin (now RBC Brewin Dolphin): RBC Brewin Dolphin is a UK wealth manager with a national office network providing investment management and financial planning to HNW individuals, charities, and intermediaries. It overlaps directly with TPO on HNW and charity/trust clients and a multi-office UK advice model.
- Coutts: Coutts is the UK private bank of NatWest Group, providing private banking, wealth planning, and investment management to HNW and UHNW clients. Comparable to TPO on HNW wealth, estate planning, and family office-style services, with a broader banking and international footprint.
Direct peers
- Charles Stanley: Charles Stanley is a UK wealth manager serving HNW individuals, families, trustees, and charities with discretionary investment management and financial planning. It is a direct peer of TPO on HNW financial planning, charity/trust work, and three-tier (digital to discretionary) service architecture, and operates at broadly comparable UK regional scale.
- Killik & Co: Killik & Co is a London-based independent financial adviser serving HNW individuals and families with bespoke financial planning, investment management, and tax/estate services. It is a direct peer of TPO on independent, fee-based HNW advice, multi-generational wealth planning, and a Chartered culture.
- London & Capital: London & Capital is a UK wealth manager providing financial planning, investment management, and tax/estate services to HNW individuals and families. Comparable to TPO on HNW family wealth, estate and trust planning, and a fee-based, advice-led model.
- Brown Shipley: Brown Shipley is a UK private bank and wealth manager offering investment management, financial planning, and tax/estate services to HNW individuals, families, and entrepreneurs. It is a direct peer of TPO on HNW advice, family wealth, and entrepreneur/business-owner specialism, though with additional private banking capabilities.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
The Private Office social profiles
Digital presenceThe Private Office compliance and trust
Trust signalCompliance2 records
The Private Office financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Private Office leadership team
Management profileNumber of profiles
The Private Office subsidiaries and ownership
Company hierarchySubsidiaries1 record
The Private Office funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Private Office M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Private Office
What does The Private Office do?
The Private Office is a UK-based Chartered Independent Financial Adviser firm (The Private Office Limited) that provides personalised financial planning, investment management, pension advice, tax planning, cash management, business owner services, and specialist advice to individuals, families, business owners, charities, and trusts. The firm operates across three tiered service levels (TPO Direct, TPO Premium, and TPO Family Office) on a fixed-fee basis, regulated by the Financial Conduct Authority under firm reference number 789482.
Is The Private Office a public or private company?
The Private Office is a private company. It is classified as unknown and is currently operating.
When was The Private Office founded?
The Private Office was founded in 2008. It employs 101 to 250 people.
Where is The Private Office based?
The Private Office is headquartered in Bath, United Kingdom, in the Europe region.
How does The Private Office make money?
One revenue line is on record: fixed-Fee Financial Advisory Services.
Who are The Private Office's main competitors?
Broad incumbents on record are St. James's Place, Rathbones Group, Quilter, Evelyn Partners, Brewin Dolphin (now RBC Brewin Dolphin) and Coutts. Direct peers are Charles Stanley, Killik & Co, London & Capital and Brown Shipley.
Does The Private Office have an API?
No public API is recorded for The Private Office.
What industry is The Private Office in?
The Private Office's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAI, Family Office Advisory (Single/Multi-Family), with a secondary code of FSAAADAF, Estate Planning, Trust Structuring & Governance. Its NAICS code is 523940 and its SIC code is 6282.