Independent financial advisers in Peterborough
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 Peterborough 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.
Peterborough
- Ketton
- Barnack
- Uppingham
- Oakham
- Market Harborough
- Stamford
- Kettering
- Northampton
- Longthrope
- Castor
I have worked in financial services since graduating from Exeter University with an honours degree in Economics in 2008.
Since becoming an adviser at The Private Office, I have helped various clients from different backgrounds achieve their goals and objectives.
My aim is to educate and support my clients to provide complete clarity over their finances. An essential stage of formulating an effective strategy is gaining an extensive understanding of my clients motivations and objectives so that we can make decisions with confidence.