Big interview: The Private Office CEO Stuart Phillips

Phillips talks to PA about TPO’s strategy and structure

Jenna Brown
clock • 9 min read

Stuart Phillips talks to Jenna Brown about his rise through the ranks of advice, TPO’s first acquisition in seven years and its ‘Goldilocks’ investment deal with Goldman Sachs…

Stuart Phillips, CEO at chartered firm The Private Office, has seen the financial advice business from every angle. Joining financial services straight from university, he has worked his way up through numerous positions and departments, including being an analyst, in operations (where he admits he may have frustrated his colleagues), becoming a paraplanner and an adviser. He was one of the founding partners of TPO in 2008 and has headed up the successful practice as CEO since 2013. "We have an amazing group of people, I'm just the conductor," he says. TPO has offices in Leeds, ...

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