TPO London acquisition 'to boost independent advice'

Monday, 25 March 2019
Articles
SRLV Financial LLP financial adviser, Chris Reed; TPO chief executive officer, Stuart Phillips and SRLV Financial LLP, financial adviser, Claire Menni

A second acquisition of a London-based financial firm has been made by Leeds financial advice and wealth management company, The Private Office (TPO).

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Plans unveiled for £50m Financial Planning firm

Monday, 17 October 2016
Articles
The Private Office chief executive, Stuart Phillips, left, with PQR Financial Planning managing director, Quentin Holland.

A Financial Planning firm has been taken over as part of plans to create a £50m business with 50 advisers within the next ten years.

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