News

25
Mar

The Private Office acquires SRLV Financial LLP

The Private Office has announced the acquisition of the wealth management division of SRLV Accountants, SRLV Financial LLP.
A London-based financial planning firm, SRLV Financial LLP has six staff, including two qualified financial advisers, and has provided independent wealth management advice to SRLV Accountants’ personal and corporate clients, mainly in the music, media, entertainment, hospitality and corporate sectors, since 2006.
Private Office chief executive, Stuart Phillips, said:
“The SRLV Financial LLP deal strengthens our London presence and creates a platform for further growth. There is considerable expertise at TPO and SRLV Financial and we are excited by the increased capacity to jointly deliver an exemplary service and the opportunity to grow the relationship with SRLV Accountants, to advise more of its clients.
“Our immediate plan is to grow TPO organically through the quality of our wealth management advice, but we are open to discussions with independent firms if there is a good fit, professionally and culturally.”
SRLV managing partner, Laurence Finger, commented:
“We believe that SRLV Financial, as part of TPO, offers our clients the best possible range of services and expertise in the market today.
“We are very much looking forward to working with TPO in the months and years to come, and are confident that SRLV Financial will continue to provide a seamless, value-added financial planning service to complement our accountancy, business advisory and tax services.”