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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.