Yorkshire Times
Weekend Edition
4:00 AM 7th June 2021

Chartered IFA Named As One Of Yorkshire And The Humber's Top 75 Companies To Work For.

Stuart Phillips, CEO of The Private Office (TPO)
Stuart Phillips, CEO of The Private Office (TPO)
Chartered Independent Financial Adviser, The Private Office (TPO), has been recognised as one of Yorkshire and the Humber's Top 75 Companies to work for.

TPO has been rated as having ‘outstanding engagement’ with their colleagues and is a Top 100 Mid-size company from the whole of the UK, a Top 30 UK Financial Services company and is in the Top 75 companies in Yorkshire and the Humber.

Best companies believe that people who are fully engaged at work feel happier and more secure, which makes them more productive. To recognise that TPO colleagues feel this way about their workplace over the last 12 months during the Covid pandemic is a real achievement.

CEO Stuart Phillips said “2020 has certainly been challenging for everyone but The Private Office has definitely risen to the challenge and has gone from strength to strength.

I’m very proud to say that The Private Office has not needed to furlough any staff - in fact we have actually been recruiting and attracting talented people to the team around the whole of the UK. This includes expanding our Apprentice and Graduate recruitment, and Financial Planning Executives, giving opportunities to the younger people who have often been badly affected by the Covid -19 economic crisis.

This recognition is a superb achievement and one we are extremely proud of as it reflects what our colleagues think about working for us and not just what our clients or other industry figures say. From paraplanners and admin staff through to our chartered independent financial advisers, everything we do is a real team effort.

We all work hard to nurture the TPO culture and this seems to be paying off. We believe if culture is seen as just a Human Resource’s project, it will fail! Everyone at TPO takes ownership of our culture.

In fact, colleagues are all shareholders in the company and have the ability to increase ownership, year on year."

Phillips continues “We have all adapted well to working from home and actually, for many of our clients, the new way of working has been beneficial. For example, for families that would normally struggle to get together for a face to face meeting with their adviser, moving meetings to video conferences has meant that they can more easily discuss important intergenerational financial decisions together with their adviser."