The Private Office

Independent Financial Adviser  69 Carter Lane, London, EC4V 5EQ
First meeting at adviser's own cost
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
We can advise you on
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Annuity purchase
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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School fees planning
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Critical illness
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Income protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Response rating
9.3/10
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FCA authorised
Last authorised 23rd May 2022
Meet our advisers
Mr Christopher Abel
Chartered Financial Planner

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Abby Ivison
Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Clare McCarthy
Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Jasmine Somefun
Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Mr Ashley Thomas-Walsh
Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Sebastian Edwards
Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Mr Connor Betteridge
Financial Adviser

ACSI membership of the CISI, and denotes commitment to professionalism. It is awarded to those with a suitable combination of qualifications and experience.

Mr Alex Roberts
Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Mr Alexander Law
Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Mr Steffan Alemanno Dip PFS
Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Miss Ellie Armson
Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Miss Abigail Banks
Chartered Financial Planner

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered financial planner - individual adviser accreditation
MR Roger Clarke
Chartered Financial Planner

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered financial planner - individual adviser accreditation
Mr Matthew Cole
Senior Financial Adviser

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered financial planner - individual adviser accreditation
Lloyd Davies Dip PFS
Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Miss Amanda Curd FPFS
Chartered Financial Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered financial planner - individual adviser accreditation
MR David Dodgson APFS
Chartered Financial Planner - Partner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered financial planner - individual adviser accreditation
MR Julian Frere APFS
Chartered Financial Planner - Partner

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Mr David Gruenstein FPFS
Chartered Financial Planner - Senior Adviser

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered financial planner - individual adviser accreditation
Lindsay Hallford Dip PFS
Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

MR Alex Hatfield FPFS
Chartered Financial Planner - Partner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

Accreditations
Chartered financial planner - individual adviser accreditation
Mr Crispin Homer APFS
Senior Adviser - Chartered Financial Planner

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

FCSI membership is full membership of the CISI, and denotes an outstanding commitment to achieving the highest levels of knowledge, skills and behaviour. It is awarded to those with a suitable combination of qualifications and experience.

Accreditations
Chartered financial planner - individual adviser accreditation
Mr Luke Hughes Dip PFS
Chartered Financial Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered financial planner - individual adviser accreditation
MR Alex Kyprianou DipPFS
Senior Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Accreditations
Chartered financial planner - individual adviser accreditation
April Leeson Dip PFS
Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Miss Laura McLean FPFS
Chartered Financial Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered financial planner - individual adviser accreditation
MR Dean Mcsloy FPFS
Partner - Financial Adviser
MR Jonathan Ritterband
Partner - Chartered Financial Planner

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered financial planner - individual adviser accreditation
MR Paul Sanders
Chartered Financial Planner - Partner

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered financial planner - individual adviser accreditation
Alex Shields FPFS
Chartered Financial Planner - Senior Adviser

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered financial planner - individual adviser accreditation
MISS Kirsty Stone
Chartered Financial Planner - Senior Adviser

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered financial planner - individual adviser accreditation
MS Janet Van der hoven DipPFS
Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

MR Edward Tudor
AdviserFinancial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Miss Merve Oral Dip PFS
Chartered Financial Planner

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered financial planner - individual adviser accreditation
Mr Jason Wood APFS
Chartered Financial Planner

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered financial planner - individual adviser accreditation
Mrs Donna Buffham APFS
Senior Financial Adviser

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered financial planner - individual adviser accreditation
Mr Robert Morse
Senior Partner - Chartered Financial Planner

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered financial planner - individual adviser accreditation
MR Daniel Blandford FPFS
Chartered Financial Planner - Partner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered financial planner - individual adviser accreditation
What our clients say
TPO has a disciplined and robust approach to investing. They have performed very well for our family over a couple of decades and hit a sweet spot for our risk/return profile
Matt, London
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
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 London, Leeds 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 work for you, not a product provider, meaning we can be unbiased and sit 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

Where to find us
Head office address: 69 Carter Lane, London, EC4V 5EQ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£101,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.3/10
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FCA authorised
Last authorised 23rd May 2022

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