About The Private Office (TPO)

theprivateoffice.com

The Private Office is one of the UK’s Top 25 Financial Planning Companies acting for more than 2400 individuals, families, businesses and trusts to provide wealth management, financial planning solutions and independent financial advice. We offer tailored planning across a breadth of sectors and services, including: • Personal Financial Planning • Structural Financial Planning • Long-term Care Planning • Expert / Professional Witness Cases • Clinical Negligence / Catastrophic Personal Injury Planning • Corporate Financial Planning • Employee Benefits / Automatic Enrolment • UK & Specialist Pension Planning • Investment Portfolio Management • Alternative and Esoteric Investments • Tax, Estate and Inheritance Tax (IHT) Planning • Charity Investment Management • Legacy and Succession Planning • Entrepreneurial Planning • Media, Music and Entertainment Our team of independent financial advisers specialise in helping clients create, sustain, protect and grow wealth. In October 2016 The Private Office acquired PQR Financial Planning strengthening its London presence. We are also in the process of establishing a permanent presence in Bath. The Private Office is, and always has been, fully independent. This means that we operate without restriction and without bias or affiliation to any product or provider on the market. For further information about the firm please visit our website www.theprivateoffice.com or contact us on 0333 323 9060. Connect with us: Website: www.theprivateoffice.com Please note: The Financial Conduct Authority does not regulate Tax Advice or Estate Planning. The value of investments can fall as well as rise. You may not get back what you invest.

Revenue : 50M-100M Industry : Financial Services Location : United States Employees : 50-200

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IT Footprint

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IT Spend

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Vendor Usage

The Private Office (TPO) uses 5 different technologies from 37 different vendors. They have above average use of several technologies including Java, Microsoft Teams and PayPal.

Product Categories

The Private Office (TPO) uses products from 33 different product categories. They are particularly heavy users of products in Software Frameworks, Computer-aided Design & Engineering, and Email Communications Technologies.

Recently Detected Technologies

Enlyft tracks the use of over 15,000 technologies and has proprietary data on over 18 million companies worldwide.

Technology Category Vendor Usage
Java Programming Languages Oracle
Microsoft Teams Collaborative Software Microsoft Corporation
PayPal Online Payment PayPal
Xero Accounting Xero
ZBrush Graphics & Photo Editing Pixologic

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