The Private Office
Direct Lending
8 May 2026
Direct Lending arranges senior debt financing in support of The Private Office
Our role
Our UK Direct Lending team is pleased to have provided senior debt facilities on a bilateral basis in support of The Private Office (“TPO”), a leading UK chartered independent financial advice and planning firm. This follows the recent minority investment by Goldman Sachs Alternatives, which was accompanied by a significant reinvestment from TPO's management team, led by CEO Stuart Philips.
The team delivered a competitive and flexible financing package in support of The Private Office and look forward to supporting the management team and shareholders with TPO’s next phase of growth.
About The Private Office
Founded in 2008, The Private Office (“TPO”) is a leading UK-based financial planning firm supporting clients nationally via offices in London, Leeds and Bath. The firm oversees over £3 billion of assets under advice across over 4k clients. TPO employs 54 qualified advisers within a broader base of ~200 staff across its three offices.
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