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Independent financial advisers in Leeds
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 Leeds and the surrounding areas. Our financial advisers in Leeds, based in the heart of the city, support around 1,200 clients with over £714m assets under management, of the overall total for the company over £2bn.
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 Leeds
Car - via the motorway network
Leeds has a complicated one-way system, and whether you are travelling on major roads from the North, South, East or West the most straightforward and convenient route is generally via the M621, which links from the M1 and M62. Our directions give more detail about this route as well as details about more local commuting.
Train
The office is located less than 100 yards from Leeds City Station. Leave via the main exit, turn right past Marks & Spencer onto New Station Street and follow the road past the waiting taxi’s and the Trinity Leeds car park until you reach Boar Lane. Turn right into Boar Lane, and immediately turn right into The Bourse. TPO can be found on the first floor via the main entrance (glass fronted) at the rear of the courtyard.
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.
George is a Financial Adviser and Chartered Financial Planner at The Private Office, working primarily from our head office in Leeds and supporting clients across the North and Midlands including York, Nottingham and Liverpool. His goal is to simplify the complex and help his clients make the right financial decisions to allow them to live meaningful and fulfilling lives. He believes in forming long-term trusted relationships with his clients based on respect and integrity.
Daniel is a Senior Financial Adviser for The Private Office located in Leeds, but also covering areas such as Manchester, Nottingham and Kendal. As a certified Chartered Financial Planner, he helps his clients with their financial needs and advises on various aspects of financial, investment, and retirement planning for a range of private clients. He adopts a friendly, straightforward approach towards his work, aiming to empower his clients with informed decision-making to fulfil their ambitions.