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Independent financial advisers in Bath
We tailor our service to meet your needs
The Private Office is an award-winning team of independent, Chartered Financial Planning experts with clients, including individuals, understanding families and business owners needs in Bath and surrounding areas. We work together to protect and grow your wealth.
Our office is based 3 minutes away from the beautiful Roman Baths and our team of experts provide wealth management in Bath to around 200 clients. TPO has in the region of £2b assets under management of which the Bath office manages approximately £136m.
Our work is driven by your needs, combining the skills and experience of a diverse team of financial experts, united by an ethos to provide personal and bespoke wealth management services to all clients, wherever they live.
Whether you are building up your wealth, planning for retirement or looking to preserve your wealth for future generations, we can deliver a solution tailored to your individual needs. Our highly qualified and experienced investment team allows us to offer a wide range of investment solutions to suit your preferences and requirements.
You can meet us face-to-face in our offices, over a virtual call or in the comfort of your own home, you decide. We aim to provide clients with fair value through the services we offer and the fees will always be clearly communicated before any work takes place.
Directions to our office in Bath
Train
The Private Office and Savings Champion (our sister company) are located approximately a 6 minute walk away from Bath Spa train station.
As you exit the station turn right and cross the road at the light controlled pedestrian crossing.
Join Manvers Street, which is the road directly opposite the railway station. Follow Manvers Street until you reach the second left hand turning, onto Henry Street.
Continue down Henry Street until you reach Cambridge House, which will be on your left. Press the buzzer next to the door and reception will let you in. Once inside the main entrance, go through the double doors on the left side, signposted as ‘Clarendon’, to reach the reception desk.
Local parking
Manvers Street Car Park is approximately a 2 minute walk away & Southgate Car Park is approximately a 4 minute walk away.
Julian is a Partner at The Private Office, based in the South West and working out of our Bath and London offices supporting clients across the UK. As a Chartered Financial Planner and Fellow of the Personal Finance Society, he takes pride in advising with integrity and clarity by building strong relationships and empowering clients to make informed and confident decisions. He believes it is important to always work in partnership with his clients to understand what is most important to them.
Dan is a Senior Financial Adviser at The Private Office located in Bath but also covering areas such as Bristol, Swansea and Guildford. As a Chartered Financial Planner, he provides individuals and families with peace of mind and complete clarity over their finances. His clients see him as a partner in all their financial decisions, empowering them to make fully informed and confident decisions about the present, their longer-term futures and helping the next generation.
Daniel is a Partner at The Private Office, located in Bath, but also covering areas such as Bristol, Cardiff and Southampton. He also works out of our London office covering areas including Reading, Winchester and Brighton. As an experienced adviser and a Fellow of the Personal Finance Society, Daniel offers insight to assist clients with every aspect of investment, retirement, financial and succession planning. He has a supportive approach to ensure his clients understand all aspects of their financial planning and uses cash flow modelling to bring clarity and peace of mind to his clients.