Independent financial advisers in Colchester
We tailor our service to meet your needs
The Private Office is an award-winning team of independent, Chartered Financial Planning experts with clients, including individuals, families and business owners in Colchester and the surrounding areas. We work together to protect and grow your wealth.
Our work is driven by your needs, combining the skills and experience of a diverse team of financial experts, united by an ethos to provide personal and bespoke wealth management services to all clients, wherever they live.
Whether you are building up your wealth, planning for retirement or looking to preserve your wealth for future generations, we can deliver a solution tailored to your individual needs. Our highly qualified and experienced investment team allows us to offer a wide range of investment solutions to suit your preferences and requirements.
You can meet us face-to-face in our offices, over a virtual call or in the comfort of your own home, you decide. We aim to provide clients with fair value through the services we offer and the fees will always be clearly communicated before any work takes place.
Colchester
- Boxford
- Manningtree
- Sudbury
- Maldon
- Dunmow
- Chelmsford
- Southend-on-Sea
- Coggeshall
- Wivenhoe
- Dedham
- Ardleigh
- Tiptree
Before joining The Private Office in 2018, I started my career in a local firm gaining experience in both accountancy and financial planning, before completing a degree in Finance and Accounting at Brunel University.
I always had a keen interest in financial markets and wanted to understand their seemingly complex underlying mechanisms.
I provide my clients with the confidence to make financial decisions that will help them meet their goals. I have experience of working with clients at all stages of their lives, and provide tailored financial advice to suit their individual needs.