Expertise
- Long Term Care planning
- Clinical Negligence
- Personal Injury
- Corporate Financial Planning
- Employee Benefits
- Pension Planning
- Investment Portfolio Managemen
- Alternative Investments
- Tax Planning
- Estate planning
- Inheritance Tax Planning
- Inheritance Tax IHT
- Legacy and Succession Planning
- Entrepreneurial Planning
- Media, Music and Entertainment
- Trusts
Summary
The Private Office is one of the UK's Top 25 Financial Planning Companies acting for more than 900 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 but not limited to:
- Personal Financial Planning
- Long-term Care Planning
- Clinical Negligence / Catastrophic Personal Injury Planning
- Corporate Financial Planning
- UK & Specialist Pension Planning
- Investment Portfolio Management
- Tax, Estate and Inheritance Tax (IHT) Planning
- Media, Music and Entertainment
We are a firm of Chartered Financial Planners and are fully independent. Our advice is bespoke to each client and we prefer to work with fixed fees rather than by percentage.
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