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Independent financial advisers in Birmingham
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, families and business owners in Birmingham and the surrounding areas. We work together to protect and grow your wealth.
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.
Birmingham
- Lichfield
- Tamworth
- Swadlincote
- Wolverhampton
- Kenilworth
- Solihull
- Tanworth in Arden
- Stourbridge
- Redditch
- Sutton Coldfield
- Knowle
- Stratford Upon Avon
- Leamington Spa
Tony is a Senior Financial Adviser at The Private Office located in Leeds but also covering areas such as Manchester, Birmingham and Sheffield. As an experienced Chartered Financial Planner, he adopts a friendly and proactive approach, clearly articulating the benefits and value of financial planning by keeping it interesting, informative and personalised to the client’s specific requirements.
Susan is one of the founding partners at The Private Office, working from our Leeds office and covering areas such as Harrogate, Yorkshire and the East Midlands. As an experienced Partner at the firm, she has a broad range of knowledge dealing with high net-worth clients who possess complex financial circumstances and she advises on all aspects of financial planning. She has a highly personalised and empathetic approach to her clients and believes in building long-term relationships with them throughout their lifetime.