Quick facts

About The Private Office Ltd.

The Private Office Ltd is an award-winning firm of chartered independent financial advisers united by one vision: to provide personal and tailored wealth management services to those in search of stability and guidance.

They operate as any traditional family office would, taking a broad and holistic view of their personal and financial situation. Acting for more than 2500 individuals, businesses, charities and trusts, The Private Office offer tailored advice across a breadth of sectors and services.

Many individuals within their experienced team have worked together for over 20 years, looking after private clients, families and owner-managed businesses.

To help achieve their goals, The Private Office use the following core values to focus all areas of their work: Client Focus, Excellence, Teamwork, Integrity and Our People.

These values are representative of the approach of every team member at The Private Office. The culture is one that encourages hard work, teamwork and friendship. There is a family feel in the office and all colleagues are treated as equal.

All ideas are welcomed and considered. All colleagues take pride in their work and ownership in the company, particularly as they are all shareholders in the business making it everyone's company.


What is it like to work for The Private Office Ltd.

My Manager
My Manager
Performance of managers is measured regularly at informal one to ones with their line manager. Here they discuss their observations and any learning points that need addressing. 
Personal Growth
Personal Growth
The Private Office use scenario and role play as a means of developing colleagues skill set. This is particularly evident in roles which involve face to face communication with clients. Not only do the role plays ensure colleagues knowledge and advice is technically sound, but it also assesses and improves soft skills to improve on relationship building and listening techniques. 

My Company
My Company
To ensure they are reaching as many talented students as possible, The Private Office attend Graduate networking events at social establishments which gives them a chance to get to know candidates on a more personal level and vice versa. 

Learn more about the 8 factors of workplace engagement here

Benefits:

  • Health Insurance
    Health Insurance

    Companies offering private health insurance for all employees

  • Maternity
    Maternity

    At least 10 weeks’ full pay or generous alternative

  • Profit Related Payment
    Profit Related Payment

    Companies offering profit related pay to all employees

  • Family Friendly
    Family Friendly

    School hours contracts offered to all staff

Company Statistics

  • Staff:

    125

  • Staff Turnover:

    13%

  • UK sites:

    3

  • Average Age:

    37

  • Earning £35,000+:

    50%

  • Male : Female:

    52% / 48%

Accreditation

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