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William Longton
Financial Planning Assistant at The Private Office (Tpo)
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Work Experience
Oct 2021 - Present · 3 years and 2 months
Financial Planning Assistant
Oct 2022 - Present · 2 years and 2 months
Graduate Trainee
Oct 2021 - Oct 2022 · 1 years
Associate Consultant - Devops & Salesforce - Germany
Jun 2021 - Sep 2021 · 3 months
Company Details
201-500 Employees
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.
Year Founded
2008
Social Media
Linkedin
Industry
Financial Services
HQ Location
No 2 The Bourse Leeds, LS1 5DE, GB
Keywords
Independent Financial AdviceWealth ManagementPersonal Financial PlanningStructural Financial PlanningClinical Negligence / Personal Injury PlanningCorporate Financial PlanningUK & Specialist Pension PlanningIHT PlanningLegacy & Succession Planningand Employee Benefits & Automatic Enrolment
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