The Private Investment Office

The Private Investment Office offers wealth management and financial advisory services for individuals and businesses. They assist clients in managing their investments and achieving financial goals.
  • Wealth management
  • Financial advisory services
  • Investment portfolio management

Size
Small
Phone
N/A
Website
tpio.co.uk
Email
N/A
Locations
Capital Place, Wickham Hall Dr, CM23 1JG
02037408333
Digital Popularity
Social Media
Competitors
Hanbury Wealth
Hanbury Wealth is a premier collective of independent financial advisers based in Bishop's Stortford and Norwich.
Barclays Wealth Management
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Ventura Wealth Management Limited
Ventura Wealth Management Limited is a financial advisory firm dedicated to helping clients plan for a secure future and achieve a better work-life balance.
KMD Private Wealth Management Ltd
KMD Private Wealth Management Ltd is an independent, Chartered private wealth management firm that focuses on providing tailored financial advice to High Net Worth individuals and families.
Company Details
The Private Investment Office is operated by Tpio Ltd and is a Active company incorporated on 16 October 2018 with the registered office located in Bishops Stortford, Hertfordshire. Tpio Ltd was registered 7 years ago.

Status
Active
Size
Micro
Directors
3
Age
7 years old
Employees
8
Turnover
Unreported
Total Assets
£1.14M
Cash in Bank
£462.63K
Total Liabilities
-£912.38K

Director • British • Lives in UK • Born in Sep 1971
Director • British • Lives in England • Born in Nov 1966
Director • British • Lives in UK • Born in Apr 1960
Stratex (Holdings) Limited
PSC
Teams
All
9
Management
4
Finance
3
Customer Service
3
Other
1
Co-Founder & Joint Managing Director • Joined Jan 2016
Co-Founder & Joint Managing Director • Joined Jan 2016
Account Executive • Joined Dec 2023
Account Executive • Joined Oct 2020
Wealth Manager • Joined Sep 2022
Wealth Manager • Joined Feb 2023
Head Of Risk & Compliance • Joined Jun 2024
Head Of Relationship Management • Joined Nov 2024
Co-Founder & Joint Managing Director • Joined Jan 2016
Co-Founder & Joint Managing Director • Joined Jan 2016
Head Of Risk & Compliance • Joined Jun 2024
Head Of Relationship Management • Joined Nov 2024
Wealth Manager • Joined Sep 2022
Wealth Manager • Joined Feb 2023
Head Of Risk & Compliance • Joined Jun 2024
Account Executive • Joined Dec 2023
Account Executive • Joined Oct 2020
Head Of Relationship Management • Joined Nov 2024