The Private Office - Bath
Address: cambridge House, Henry St, Bath BA1 1BT, United Kingdom.
Phone: 3333239065.
Website: theprivateoffice.com
Specialties: Financial consultant, Financial planner.
Other points of interest: Online appointments, Onsite services, Language assistance, Wheelchair accessible entrance, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom, LGBTQ+ friendly, Transgender safespace, Appointment required, Paid parking garage, Paid street parking.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 4/5.
📌 Location of The Private Office
⏰ Open Hours of The Private Office
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
The Private Office: A Leading Financial Consultancy in Bath
Address: Cambridge House, Henry St, Bath BA1 1BT, United Kingdom
Phone: 3333239065
Website: theprivateoffice.com
About The Private Office
The Private Office (TPO) is a premier financial consultancy based in Bath, United Kingdom. With a strong focus on financial planning and consulting, TPO offers a comprehensive range of services designed to help clients achieve their financial goals. Located at Cambridge House on Henry Street, their professional team is committed to providing personalized solutions tailored to each client's unique needs.
Key Specialties and Services
- Financial consultant: TPO's team of experts offers expert advice on various financial matters, including investments, tax planning, and wealth management.
- Financial planner: They assist clients in creating and implementing a personalized financial plan to secure their financial future.
Additional Points of Interest
- Online appointments: TPO offers the convenience of scheduling appointments online, making it easy for clients to access their services.
- Onsite services: They provide a welcoming environment for clients to meet with their financial advisors in person.
- Language assistance: TPO's team is multilingual, ensuring that clients from diverse backgrounds can communicate effectively with their advisors.
- Accessibility: The office is equipped with wheelchair-accessible entrance, restroom, and seating, making it an inclusive space for all clients.
- LGBTQ+ friendly and Transgender safe space: TPO maintains an inclusive and welcoming environment for all clients, regardless of their sexual orientation or gender identity.
Opinions and Reviews
The Private Office has received positive feedback from its clients, with an average rating of 4/5 based on 5 reviews on Google My Business. Clients appreciate TPO's professional, courteous, and responsive service, as well as their ability to deliver personalized solutions that meet their specific needs. The company's informative webinars on tax and investment decisions are also well-received by clients.
Testimonial: "I have had a very positive experience with TPO Bath team. They have understood my circumstances, listened to my preferences, and delivered a solution that will work very well for me. Professional, courteous, and responsive, I would highly recommend engaging with them."
Another client: "It is very useful that TPO deliver these webinars. They allow me to reflect on our tax and investment decisions."
A satisfied customer: "The webinars are not long, but they are informative. Well done"
Final Recommendation
If you are seeking a reliable and experienced financial consultancy in Bath, The Private Office is an excellent choice. With their comprehensive range of services, commitment to personalized solutions, and dedication to client satisfaction, TPO is well-positioned to help you achieve your financial goals. To learn more about their services or to schedule an appointment, visit their website at theprivateoffice.com or contact them directly at 3333239065. Don't hesitate to take the first step towards securing your financial future with The Private Office today
👍 Reviews of The Private Office
