placeholder

Alex Roberts

Developing strong relationships with my clients gives me the ability to understand their lifestyle requirements on a granular level. 
This enhances my ability to formulate and deliver bespoke financial plans with clarity. 

The application of advice via cash flow modelling helps my clients visualise their financial futures and pinpoint their short, medium and longer-term objectives. 

Prior to joining The Private Office, I worked as a Financial Adviser as a pensions and retirement planning specialist .

Get in touch for your free consultation  

What drives me?

I live near Guildford with my partner Rebecca and our mischievous cocker spaniel, Ozzie. I love staying active and play 5 a-side football every week.

My Qualifications

  • Diploma in Regulated Financial Planning 

We also have a team of in-house specialists who can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. If you require assistance with these areas contact us today.

Chartered_Standard_Corp_FP_Gold.png

We are Chartered Financial Planners, publicly committed to a customer-first approach and values that align with a professional Code of Ethics.

We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.

This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership. 

Find out more about our accreditations 

FCA regulated

The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.

You can view the financial services register to check that any firm is suitably authorised; The Private Office’s firm registration number is 789482

> View The Private Office's profile on the FCA Register

You can view my personal listing in the Adviser Directory by visiting the link below, which confirms I am authorised and qualified to advise you.

> View my profile on the Adviser Directory

All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.

You can check their qualifications and credentials by visiting the Personal Finance Society’s website.

How I can help you

  • Diploma Qualified Financial Adviser
  • Experienced in pensions and retirement planning 
  • Using cashflow modelling to help financially plan for the future lifestyle you require 

Meet our expert team 

Our team members have extensive experience in the UK financial and investment industries. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.

View all our experts