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The Private Office Logo
The Private Office CB Rank
1091668
Heat Score
43
The Private Office is a Chartered financial planning firm that delivering unbiased, tailored advice to protect and grow wealth.
Founded
obfuscation
Private Bath, Bath and North East Somerset, United Kingdom101-250 www.theprivateoffice.com
Finance
Financial Services
Wealth Management
Overview

The Private Office
Heat Score
43

Growth Score
pts
in past quarter
Heat Score 43
-15 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About The Private Office

CB Rank
1091668
The Private Office is a Chartered financial planning firm that delivering unbiased, tailored advice to protect and grow wealth.
Founded
obfuscation
Private Bath, Bath and North East Somerset, United Kingdom101-250 www.theprivateoffice.com
Finance
Financial Services
Wealth Management

Key People

Details

Also Known As TPO
Operating Status Active
Company Type For Profit
Founders  Stuart Phillips
Phone Number 333-323-9065
Contact Email marketing@theprivateoffice.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Pension Planning and Advice
Provides tailored advice on various pension types and retirement options to help clients plan for a financially secure retirement.
Investment Advice and Wealth Management
Delivers personalized investment strategies and portfolio management to grow and protect clients' wealth according to their risk profile and financial goals.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 101-250 Employee Profiles 1 Contacts 132

Employee Profiles

News

News and Press

News•Oct 16, 2025
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News•Sep 3, 2025
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News•Sep 3, 2025
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News•Jun 16, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

39,239
54.36%
 in past month

IT Spend

$3MThis year, The Private Office is projected to spend $3M on IT, according to Aberdeen.

Actively Used Products

26The Private Office uses 26 technology products and services including HTML5, Microsoft Outlook, and  SolarWinds Loggly, according to G2 Stack.

Active Website Tech Count

25The Private Office is actively using 25 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Apple Mobile Web Clips Icon, and  DNSSEC.
Sub-Organizations
Frequently Asked Questions

Where is The Private Office's headquarters? The Private Office is located in Bath, Bath and North East Somerset, United Kingdom.Who are The Private Office's competitors? Alternatives and possible competitors to The Private Office may include M&G Investments, Evelyn Partners, and  Quilter.
Who We Are
What We Do
Helpful Links
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