The Private Office

Independent Financial Adviser The Private Office, Henry Street, Bath, BA1 1JS
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
2nd December 2019
Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • School fees planning
    • Critical illness
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Alex Hatfield FPFS
Partner
Roger Clarke Dip PFS
Partner
Julian Frere APFS
Adviser
Daniel Blandford FPFS
Adviser
What our clients say
Once my financial situation documented, my expectations considered, after several meetings, Julian and The Private Office came up with solutions for me to carefully consider. At our meetings advice was explained in detail. Having not taken my pension as yet, I feel I have chosen the correct path, that will benefit me .Investments are in the very early stages, but I feel confident that my best interests were considered. Having very little experience with financial advisers, I listened to a friend, and interviewed three different companies. I like the approach of The Private Office, their way of operating, the individual, genuine attention. I know I am only small fry, money wise, but I needed help making financial decisions, and so far I am happy with the outcome
Client, Dorset
Where to find us

The Private Office, Henry Street, Bath, BA1 1JS

Make an enquiry
About us

We are an award-winning, Chartered financial planning firm who have been delivering independent, tailored financial advice for over ten years.

Based in Leeds, London and Bath, we help clients across the UK with their financial planning needs.

Many of our expert team have worked together as colleagues for over 20 years, looking after private clients, families and owner-managed businesses.

As a client, you will benefit from our collective knowledge, resource, time and expertise, while still receiving the unrestricted, personalised service from your dedicated adviser.

Our advice is, and always has been, fully independent; we are unbiased and have none of our own products to sell, meaning that we are always sat ‘on your side of the table’.

We work in partnership with all of our clients to shape our approach to your circumstances and needs – it’s a fully tailored, transparent service built around you.

Our services

We work closely with you to build plans and stay on track through a process of regular consultation, refinement and restructuring where appropriate.

We can help you by:

1] Recommending how to manage your cash savings with access to the largest available savings data in the UK

2] Taking advantage of personal allowances where available

3] Defining and agreeing personal planning strategies

4] Managing pensions, inheritance, estate planning and investments to meet your goals

5] Accessing investment solutions and enabling cost-effective implementation

6] Rebalancing and reviewing portfolios to match your evolving objectives

7] Explaining market cycles and assisting investment decisions

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0

Similar advisers near you

Independent Financial Adviser 4.52 mi
A professional firm of financial planners and investment advisers. Call Cilbenrick on <phone number hidden> to arrange a free initial consultation.
 
Independent Financial Adviser 6.24 mi
Financial Solutions Wales is a long established Chartered Financial Planning firm, offering impartial financial advice to our clients since 2005.
 
Independent Financial Adviser 7.82 mi
Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
 
Independent Financial Adviser 9.33 mi
Receiving the right advice has never been more rewarding. You're just a few clicks away from discovering that for yourself.