Independent Advisers
Fixed, transparent fees
Free initial meeting
Award winning adviceIndependent AdvisersFixed, transparent feesFree initial meetingAward winning advice
4.8/5
Get a handle on your finances with independent financial advice
The Private Office is an award-winning team of Chartered Financial Planners working together to protect and grow your wealth. Our advice is fixed-fee and fully independent.
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The value of your investment can go down as well as up and you may not get back what you originally invested. The Financial Conduct Authority (FCA) does not regulate cash flow planning, estate planning or tax and trust advice.
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Our friendly team are available Monday to Friday, 9am–5pm.
We've been a VouchedFor Top Rated Firm 2020 – 2026
We are rated Excellent
Based on 6,750+ reviews
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About The Private Office (TPO)
Setting the standard for modern financial advice
We are the UK's largest independently owned financial advice firm, proudly Chartered and independent.
Top-rated by clients and with over 20 years' experience, we help you secure your family's future and achieve your financial goals.
We act for over 6,000 clients and manage £3.6bn+ of assets, with advisers across Bath, London and Leeds supported by specialist pension and trust experts.
In January 2026, we announced a minority shareholder investment from Goldman Sachs Alternatives to allow for future growth and development nationally and in the South West from our office in the heart of Bath. All employees continue to have an equity shareholding in the business.
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Road to the Rec
We loved being part of the first ever Road to the Rec tournament in April 2026, a Bath Rugby community program providing young players across the south west with the opportunity to play at the home of Bath Rugby.
See the photos