Insights

Broad Client Base The Private Office serves over 2400 individuals, families, businesses, and trusts, indicating significant opportunities to tailor financial solutions across diverse client segments including high-net-worth individuals and corporate entities.

Recognition and Credibility Consistent awards and rankings such as the VouchedFor Top Rated Firm and FT Adviser Top 100 demonstrate the company's strong reputation, making it a trusted partner for clients seeking premium financial advisory services.

Expansion Potential The ongoing establishment of a presence in Bath and acquisition of PQR Financial Planning suggest strategic growth opportunities, which could benefit from additional support in client onboarding, local branding, and regional outreach.

Strong Technology Stack Utilization of advanced digital tools including Microsoft Dynamics CRM, cloud services, and website enhancements highlights scope for solutions in client relationship management, digital engagement, and online service optimization.

Partnership and Investment Recent collaborations, such as with Pacific Asset Management, open doors to expanding investment options and co-branded offerings, providing a chance to introduce innovative products and enhance client investment portfolios.

Similar companies to The Private Office (TPO)

The Private Office (TPO) Tech Stack

The Private Office (TPO) uses 8 technology products and services including SmartSearch, Cloudflare, Microsoft SQL Server, and more. Explore The Private Office (TPO)'s tech stack below.

  • SmartSearch
    Applicant Tracking Systems
  • Cloudflare
    Content Management System
  • Microsoft SQL Server
    Database
  • Microsoft PowerPoint
    Editors
  • Microsoft
    Miscellaneous
  • HSTS
    Security
  • Google Custom Search
    Site Search
  • Nginx
    Web Servers

Media & News

The Private Office (TPO)'s Email Address Formats

The Private Office (TPO) uses at least 1 format(s):
The Private Office (TPO) Email FormatsExamplePercentage
First.Last@theprivateoffice.comJohn.Doe@theprivateoffice.com
71%
FirstLast@theprivateoffice.comJohnDoe@theprivateoffice.com
21%
First.Middle@theprivateoffice.comJohn.Michael@theprivateoffice.com
6%
Last@theprivateoffice.comDoe@theprivateoffice.com
2%

Frequently Asked Questions

Where is The Private Office (TPO)'s headquarters located?

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The Private Office (TPO)'s main headquarters is located at No 2 The Bourse, Leeds, LS1 5DE, GB. The company has employees across 3 continents, including EuropeAsiaNorth America.

What is The Private Office (TPO)'s phone number?

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You can contact The Private Office (TPO)'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is The Private Office (TPO)'s official website and social media links?

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The Private Office (TPO)'s official website is theprivateoffice.com and has social profiles on LinkedIn.

How much revenue does The Private Office (TPO) generate?

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As of June 2026, The Private Office (TPO)'s annual revenue is estimated to be $75M.

What is The Private Office (TPO)'s NAICS code?

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The Private Office (TPO)'s NAICS code is 52 - Finance and Insurance.

How many employees does The Private Office (TPO) have currently?

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As of June 2026, The Private Office (TPO) has approximately 189 employees across 3 continents, including EuropeAsiaNorth America. Key team members include Ceo: S. P.Chief Marketing Officer: J. G.Chief People Officer: L. T.. Explore The Private Office (TPO)'s employee directory with LeadIQ.

What industry does The Private Office (TPO) belong to?

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The Private Office (TPO) operates in the Financial Services industry.

What technology does The Private Office (TPO) use?

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The Private Office (TPO)'s tech stack includes SmartSearchCloudflareMicrosoft SQL ServerMicrosoft PowerPointMicrosoftHSTSGoogle Custom SearchNginx.

What is The Private Office (TPO)'s email format?

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The Private Office (TPO)'s email format typically follows the pattern of First.Last@theprivateoffice.com. Find more The Private Office (TPO) email formats with LeadIQ.

When was The Private Office (TPO) founded?

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The Private Office (TPO) was founded in 2008.

The Private Office (TPO)

Financial ServicesUnited Kingdom51-200 Employees

The Private Office is one of the UK’s Top 25 Financial Planning Companies acting for more than 2400 individuals, families, businesses and trusts to provide wealth management, financial planning solutions and independent financial advice.

We offer tailored planning across a breadth of sectors and services, including:
•	Personal Financial Planning
•	Structural Financial Planning
•	Long-term Care Planning
•	Expert / Professional Witness Cases
•	Clinical Negligence / Catastrophic Personal Injury Planning
•	Corporate Financial Planning
•	Employee Benefits / Automatic Enrolment
•	UK & Specialist Pension Planning
•	Investment Portfolio Management
•	Alternative and Esoteric Investments
•	Tax, Estate and Inheritance Tax (IHT) Planning
•	Charity Investment Management
•	Legacy and Succession Planning
•	Entrepreneurial Planning
•	Media, Music and Entertainment

Our team of independent financial advisers specialise in helping clients create, sustain, protect and grow wealth.  In October 2016 The Private Office acquired PQR Financial Planning strengthening its London presence.  We are also in the process of establishing a permanent presence in Bath.

The Private Office is, and always has been, fully independent. This means that we operate without restriction and without bias or affiliation to any product or provider on the market.

For further information about the firm please visit our website www.theprivateoffice.com or contact us on 0333 323 9060.

Connect with us:
Website: www.theprivateoffice.com

Please note: The Financial Conduct Authority does not regulate Tax Advice or Estate Planning.
The value of investments can fall as well as rise. You may not get back what you invest.

Section iconCompany Overview

Headquarters
No 2 The Bourse, Leeds, LS1 5DE, GB
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2008
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    The Private Office (TPO)'s revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    The Private Office (TPO)'s revenue is estimated to be in the range of $50M$100M

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