About The Private Office
The Private Office Limited is an award-winning team of independent Chartered Financial Planning experts serving clients across Oxford and the surrounding Cotswolds region. The firm has earned an exceptional 4.8 out of 5 rating from an impressive 5,475 client reviews on VouchedFor – one of the highest review counts of any financial planning firm in the UK, demonstrating both scale and consistently high client satisfaction. The Private Office has been awarded Corporate Chartered Status by the Chartered Insurance Institute, one of the highest accreditations in the industry held by less than 6% of all firms in the UK. This corporate-level Chartered designation signifies that the entire firm, not just individual advisers, meets the most rigorous professional standards.
The firm's excellence has been recognised with major industry awards, including 'Chartered Financial Planning Firm of the Year' by the Personal Finance Society (PFS) in the PFS Personal Finance Awards 2022/23 – one of the most prestigious honours in UK financial planning. The Private Office specialises in working with individuals, families, and business owners who have achieved financial success and need sophisticated wealth management, investment planning, retirement strategies, and tax-efficient structures. Their approach focuses on building long-term relationships, truly understanding each client's unique circumstances and goals, then constructing bespoke strategies that provide both financial security and peace of mind.
While The Private Office's main offices are in Leeds, Bath, and London, they serve Oxford clients through dedicated local adviser support, combining the benefits of a substantial national firm (resources, specialist expertise, robust compliance) with personalised local service. Operating on a transparent fee-only basis ensures advice remains genuinely independent with no product commissions influencing recommendations. For Oxford and Cotswolds residents seeking an award-winning, Corporate Chartered firm with an exceptional track record demonstrated by thousands of client reviews, sophisticated wealth management expertise, and proven commitment to the highest professional standards, The Private Office represents an outstanding choice. Their combination of scale, awards, Chartered status, and remarkable client satisfaction ratings places them among the UK's elite financial planning practices.
Fee Structure
The Private Office operates on a Fee-only basis. This means you pay a clear, upfront fee for advice with no hidden commissions from product providers.
For detailed information about typical financial advisor fees in the Cotswolds, including what you should expect to pay and how to avoid overpaying, read our comprehensive fee guide.
💡 Before Your First Meeting: Always verify FCA registration at register.fca.org.uk and request a clear written fee schedule. A reputable advisor will happily provide both. Read our guide to choosing a financial advisor for more tips.