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  • Goldman Sach's stake in The Private Office approved by FCA

    Chartered Financial Planning firm The Private Office has received FCA change of control approval following a minority investment from Goldman Sachs Alternatives.

  • The Private Office acquires £100m AUM Leeds Planner

    Wealth manager The Private Office has acquired Leeds-based Financial Planning firm HEB Wealth, for an undisclosed amount.

  • Goldman Sachs takes stake in The Private Office

    The Private Office's website

    Goldman Sachs Alternatives is to invest in Chartered Financial Planning firm The Private Office, becoming a minority shareholder.

  • Chartered adviser warns govt against cutting cash ISAs

    Chartered financial adviser The Private Office has warned the Government against cutting the Cash ISA allowance, saying that doing so will fail to drive more risk-based investing.

  • The Private Office scraps Savings Champion brand

    Chartered Financial Planning firm The Private Office has merged its Savings Champion arm into its main website and is to retire the Savings Champion brand later this week.

  • Plans unveiled for £50m Financial Planning firm

    The Private Office chief executive, Stuart Phillips, left, with PQR Financial Planning managing director, Quentin Holland.
  • TPO London acquisition 'to boost independent advice'

    SRLV Financial LLP financial adviser, Chris Reed; TPO chief executive officer, Stuart Phillips and SRLV Financial LLP, financial adviser, Claire Menni
  • Wealth manager buys third London Financial Planner

    TPO website
  • Wealth manager makes top employers list

    Stuart Phillips, CEO at The Private Office
  • ESG enthusiasm may be waning - survey

    ESG investing - has interest waned recently?
  • PFS Festival - All the award winners

    The Private Office CEO Stuart Phillips

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