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Company · Independent financial advisers

TPO - The Private Office

As of 3 November 2026, TPO - The Private Office has 3 open roles (3 new in 30 days), its finance & accounting team is hiring most, and its postings name 3CX, Microsoft Excel and Microsoft Outlook as the tools the team works in.

As of 3 November 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.

Leeds, United Kingdom501-1000 employees50M-250M revenue, est.B2C, B2Btheprivateoffice.com ↗LinkedIn ↗
Headquarters
Leeds, England, United Kingdom
Employees
501-1000 employees (estimated)
Sells to
individuals and families, business owners
Certifications on site
Site languages
EN
Career system
Teamtailor
3open roles · 3 new in 30 days
14tools named in postings
United Kingdomhiring locations
0change signals read in postings
02What they do, whom they sell to, who else does it

TPO - The Private Office in one screen

Read from theprivateoffice.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.

What TPO - The Private Office does

TPO - The Private Office is a service provider, a Chartered Firm of Independent Financial Advisers, that gives financial advice, wealth management, pension planning, investment management, tax planning and cash management for individuals, families and business owners. Its offerings include fixed-fee advice, the TPO Premium and TPO Direct services, a family office solution, a retirement calculator and best-buys savings accounts. Advisers are based in the UK and serve clients nationwide.

fixed-fee financial adviceTPO Premium serviceTPO Direct digital approachfamily office solutionretirement calculatorbest buys savings accounts
Whom it sells to

Named on the site: individuals and families, business owners.

Who else sells this

Nearest companies by what they do, sell and whom they serve, 51+ employees. 588 scored.

The Wealth Planning GroupCanada · 51-200 employeesChoice Financial AdviceAustralia · 201-500 employeesPreferred Advisory Group, inc.United States · 201-500 employeesOne Pacific Financial StrategiesUnited States · 51-200 employeesFocus PartnersUnited States · 201-500 employeesPFPFASingapore · 51-200 employees
03Tech stack, with the evidence

What TPO - The Private Office says it runs

Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.

3CXIT operations & business systems · high confidence · 2 postings
• Support 3CX, handsets, extensions, sign-in, call routing and basic transfer or directory issues.
IT Support Associate · first seen 2026-10-29
Microsoft ExcelFinance & accounting · medium confidence · 6 postings
• Good IT skills covering MS Office, MS Outlook, MS Excel and back office systems.
Trainee Financial Adviser · first seen 2026-09-30
Microsoft OutlookFinance & accounting · medium confidence · 6 postings
• Good IT skills covering MS Office, MS Outlook, MS Excel and back office systems.
Trainee Financial Adviser · first seen 2026-09-30
Microsoft 365IT operations & business systems · medium confidence · 2 postings
• Installing, configuring, maintaining and supporting computer systems, applications, Microsoft 365 services, user devices and networks across the business.
IT Support Associate · first seen 2026-10-29
Microsoft AzureIT operations & business systems · medium confidence · 2 postings
• Working understanding of Microsoft Entra ID/Azure, user accounts, groups, permissions, MFA, device compliance and identity administration.
IT Support Associate · first seen 2026-10-29
Microsoft Entra IDIT operations & business systems · medium confidence · 2 postings
• Working understanding of Microsoft Entra ID/Azure, user accounts, groups, permissions, MFA, device compliance and identity administration.
IT Support Associate · first seen 2026-10-29
Microsoft OneDriveIT operations & business systems · medium confidence · 2 postings
• Practical experience supporting Windows devices and Microsoft 365 applications, especially Outlook, Teams, SharePoint and OneDrive.
IT Support Associate · first seen 2026-10-29
Microsoft SharePointIT operations & business systems · medium confidence · 2 postings
• Practical experience supporting Windows devices and Microsoft 365 applications, especially Outlook, Teams, SharePoint and OneDrive.
IT Support Associate · first seen 2026-10-29
Microsoft TeamsIT operations & business systems · medium confidence · 2 postings
• Practical experience supporting Windows devices and Microsoft 365 applications, especially Outlook, Teams, SharePoint and OneDrive.
IT Support Associate · first seen 2026-10-29
MimecastIT operations & business systems · medium confidence · 2 postings
Jira, ManageEngine, UniFi, Mimecast, Huntress, 3CX or similar technologies).
IT Support Associate · first seen 2026-10-29
Microsoft OfficeFinance & accounting · medium confidence · 8 postings
• Good IT skills covering MS Office, MS Outlook, MS Excel and back office systems.
Trainee Financial Adviser · first seen 2026-09-30
HuntressIT operations & business systems · low confidence · 2 postings
Jira, ManageEngine, UniFi, Mimecast, Huntress, 3CX or similar technologies).
IT Support Associate · first seen 2026-10-29
JiraIT operations & business systems · low confidence · 2 postings
Jira, ManageEngine, UniFi, Mimecast, Huntress, 3CX or similar technologies).
IT Support Associate · first seen 2026-10-29
ManageEngineIT operations & business systems · low confidence · 2 postings
Jira, ManageEngine, UniFi, Mimecast, Huntress, 3CX or similar technologies).
IT Support Associate · first seen 2026-10-29
On the website or in DNS

Vendors whose code loads on theprivateoffice.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.

appleseen on theprivateoffice.comAtlassianseen on theprivateoffice.comCloudflareseen on theprivateoffice.com
dmarc_reportseen on theprivateoffice.com
exclaimerseen on theprivateoffice.comlogmeinseen on theprivateoffice.comMailchimpseen on theprivateoffice.commessagegearsseen on theprivateoffice.com
Microsoft 365seen on theprivateoffice.com
Microsoft Entra IDseen on theprivateoffice.com
microsoft_intuneseen on theprivateoffice.com
microsoft_teamsseen on theprivateoffice.com
Mimecastseen on theprivateoffice.com
mta_stsseen on theprivateoffice.com
platform_shseen on theprivateoffice.com
Teamtailorseen on theprivateoffice.com
04Hiring

3 open roles, 11 opened in 90 days

Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring finance & accounting in United Kingdom →

05Signals

What is changing, read from the postings

Intents are events the employer states about itself, each with the sentence and the posting it came from.

No change signals read in the current postings.

Decision makers at TPO - The Private Office, with verified e-mails, and every change the moment it is posted.

Sales, marketing and IT leaders by function. Add TPO - The Private Office to a monitor and get a webhook when a role opens, a tool appears or a signal is read.

Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.

06Lookalikes

Companies like TPO - The Private Office

Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 588 scored.

The Wealth Planning GroupIndependent financial advisers · Canada51-200 employees
Choice Financial AdviceIndependent financial advisers · Australia201-500 employees
Preferred Advisory Group, inc.Independent financial advisers · United States201-500 employees
One Pacific Financial StrategiesWealth management general · United States51-200 employees
Focus PartnersWealth management general · United States201-500 employees
PFPFAIndependent financial advisers · Singapore51-200 employees
07Profile

From the company's own website

Legal nameTPO - The Private Office
IndustryBusiness & finance services · Independent financial advisers
Offeringsfixed-fee financial advice · TPO Premium service · TPO Direct digital approach · family office solution · retirement calculator · best buys savings accounts
Target customersindividuals and families · business owners
Geographic scopenational · also United States
Reviews found
Public contact points1 role addresses · 1 phone numbers
Pages readprivacy, pricing, team, locations, home, contact, careers, services
Datescrawled 2026-08-08 · profiled 2026-08-16 · hiring built 2026-11-02
Cite this

Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.

TPO - The Private Office (Leeds, United Kingdom, 501-1000 employees) has 3 open roles, 3 new in 30 days, and names 14 tools in its postings. (Breaknorm, 3 November 2026, https://breaknorm.co/company/theprivateoffice.com)
How we know

Read from the source, not self-reported

Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →

  • ProfileBuilt from theprivateoffice.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
  • HiringRead hourly from the company's Teamtailor career site; reposts collapse into one record.
  • Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
  • HeadcountLinkedIn where known, otherwise estimated from the site.
FAQ

TPO - The Private Office: questions

Does TPO - The Private Office use 3CX?

Yes, by the company's own words: 2 postings name it, first seen 2026-10-29, in the it operations & business systems team.

Is TPO - The Private Office hiring?

3 open roles as of 3 November 2026, 3 opened in the last 30 days and 8 closed. The largest team hiring is finance & accounting.

Where does this profile come from?

From theprivateoffice.com itself: we crawled it on 2026-08-08, built the profile on 2026-08-16, and read its career site (Teamtailor) hourly since. Headcount is from LinkedIn.

Who should I write to at TPO - The Private Office?

The people are behind the login: decision makers by function, verified at the mail server when you open them. 1 public role addresses from the site are there too.

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