The investment comes alongside a significant reinvestment by TPO’s management team, led by CEO Stuart Phillips, and will allow for future growth and development of the business, the firm said.
Philips said: “This is an important step in our continued evolution.
“Our focus remains clear: delivering high-quality, independent, planning-led advice to our clients. With the support of Goldman Sachs, we are well positioned to build on these strong foundations and further enhance our offering as we continue to grow the UK’s leading independently owned chartered financial planning firm, with…