The Private Office Avis 

TPO has been managing our finances for over twenty years. We very much look forward to our six monthly review with our advisor with Susan Tait, it is always a pleasure.
Susan's advice is excellent, taking a holistic approach looking at investments, private and NHS pensions, property, wills, and power of attorney, and income streams.
We have always been well looked after, as Susan guides us through the options best suited to us, and has been there to help, when we are also making other important life decisions.
Thanking the TPO team
Dr Ian Brand and Huw Roberts

I am a Chartered Accountant and have dealt with Robert Morse of TPO for many years and have introduced him and his team to other clients of mine during that period. Their service has been excellent and I have always felt that the advice was being given with my best interests in mind, which has not always been my experience with other IFAs.

Kirsty has looked after our affairs for a number of years. She is an expert financial planner with a very reassuring manner. We know that we are in safe hands and we really value her trusted counsel. We also love listening to her on BBC Moneybox !!!!
Mrs M - London

I have invested with the TPO and they are really wonderful. I have a very professional advisor who explains everything so I understand. I highly recommend TPO.

I had the pleasure of working with Philippa from The Private Office, and I can't say enough about the exceptional service she provided. Philippa went above and beyond to help me secure the best life insurance policy.

From the beginning, she patiently answered all my questions and provided me with a thorough understanding of my options.

Her expertise and dedication were evident throughout the entire process, and I couldn't be happier with the results.Not only did Philippa find me the perfect life insurance coverage, but she also took the time to tailor it to my specific needs and budget. Her attention to detail and commitment to ensuring I was well-informed made the entire experience smooth and stress-free.

I truly appreciate all the hard work and effort Philippa put into making sure I got the best possible deal. It's not often you come across someone who genuinely cares about their clients' financial well-being, but Philippa certainly does.

I highly recommend Philippa's services at The Private Office to anyone in need of a financial adviser who will go the extra mile. Her expertise, professionalism, and dedication are second to none.

Thank you, Philippa, for all your help and support!

Initial consultation was fine and the area of interest was discussed. The proposal arrived and when I read it I realised that I can do 99% of the proposed items myself and looking at the fee structure I decided against going any further. The initial fee is very high and in the current economic situation I just couldn’t justify it. The biggest thing is that since receiving the proposal and declining it there has been NO further communication from TPO, not even an acknowledgement of not using them. The warm and fuzzy feeling just isn’t there.

I was a client for a number of years without problem. Last year I had to chase them for the usual annual review of the investments. Nothing happened and after further chasing I was told I was no longer entitled to this unless I paid a lot more; I had received no notification of a change to the service. I complained and was then told it was a mistake and the change only applied to new customers. However, the review was still not done. When I chased again, they contradicted themselves again I said I could not get the review. What staggers me is the casual ease with which they could tell me one thing and then the complete opposite, without any sense that this is completely unprofessional and fundamentally undermines trust. I made a complaint but was most unhappy with the response, so took a complaint to the Ombudsman who instructed them to award me compensation.

The advisor was friendly, thoughtful and down to earth. Discussed my needs and produced a recommendation report with some sensible advice about my pension and investments. No gripes with the advice aside from the projected returns, minus the fees they would have charged, which were extremely modest. I decided not to proceed with The Private Office to implement the advice so they sent me an invoice for £7,020 - which seems a lot of money for a straightforward recommendation report - and threatened to pass my debt to a debt collector if I didn't pay.

Terrible experience. They delayed implementation of my pension sharing order by sitting on paperwork Scottish Widows needed.
Chose them as they said they’d help me through the process!
If they made a basic error like this costing me thousands and untold stress how could I trust them. Adviser is David Dodgson

The Ombudsman ruled in their favour as I opted not to take advice as I no longer had any faith in them. TPO were legally allowed to take 3850k despite just advice given in 10/2020 outlining what they could provide and then putting pension sharing in Investacc cash account. So legally they took the fee but morally it is poor practice. A responsible professional organisation would have adjusted the fee to reflect the service actually provided.

Again as they are financial advisers not legal body the Ombudsman found in their favour on the delayed pension sharing order. I naively trusted David when he said he’d help me with the paperwork but TPO didn’t. David didn’t realise they already had the paperwork needed to progress the order. I eventually identified this and yet they deal with this every day.

BEWARE

Can’t manage to leave a review on their own site where there all glowing- umm. I note they say can use vouched for not trust pilot but will try that now.

Had a great initial consultation, but then completely ghosted us...