The Private Office

The founding partners of The Private Office established the firm in 2008 in response to the increasingly impersonal nature of 'mass-market' advice. The company's firm is founded on the principles of providing bespoke, personal and thorough financial counsel to all of the company's clients. The inception of the firm as a Partnership means that you,... as a client, become a patron of the partnership, the collective, and not just the individual adviser. This format eliminates many of the risks associated with the typical client-adviser relationship and allows you access to pooled resource, research, time and expertise. Many of the company's experienced team have worked together for over 20 years, looking after private clients, families and owner-managed businesses. The company enjoy an enviable reputation in the company's home county of Yorkshire alongside very strong links in Scotland, Humberside, the North West, the Midlands, London and the South East of England. In 2013 the company opened a permanent London office to further increase the company's physical presence in the South. The company's advice is, and always has been, fully independent. This means that the company operates without restriction and without bias or affiliation to any product or provider on the market. The company is a firm of Chartered Financial Planners, a distinguished title that is awarded by the Chartered Insurance Institute, or CII, to firms that meet their exacting and rigorous standards. As such, the company is recognised by the CII as acting with the highest level of merit, integrity, capability and commitment to ethical practice, with the company's clients' best interests at the heart of the company's corporate culture.Read More