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Christie Tillett
I am passionate about providing quality, bespoke financial planning to clients ensuring their financial plan helps achieve their objectives both now and in the future. While providing this service, it is also important to me that I can educate clients in a clear and straightforward manner, giving them the confidence to make some of the most important decisions in their life.
My starting point for clients is ‘what would you like to achieve?’ Through the use of sophisticated lifetime cash flow planning, I can then begin to develop a unique plan that outlines steps on how we can reach those goals together.
I like to work in partnership with clients and ensuring everything I do is with their best interests at heart. I very much believe that it is important to work with various members of a family to ensure smooth and proactive succession planning where financial plans can run through the generations.
I have been with The Private Office since 2019 helping provide top quality service to our clients. I have a background in Economics which I studied at Nottingham Trent University.
My Qualifications
- Diploma in Regulated Financial Planning
- BA (Hons) in Economics with Business
Get in touch for your free consultation
What drives me?
Working as part of an experienced team in TPO who all have a common goal of providing first class financial advice is truly empowering for me.
Aside from advising, I have a true passion for cooking and creating new recipes. I also love to travel and explore new cities and countries. In my free time I usually find myself dining out or at Elland Road supporting Leeds United.
I also spend time fund raising for various charities. I am part of the social committee within TPO and as a group we create inclusive, fun, fund raising events. It is important to me to embrace the ESG principles we stand for at TPO, by helping those in need through our chosen charities each year.
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.
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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. |
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
- An advocate in bespoke cashflow modelling to explore financial planning opportunities that will enable clients to achieve their objectives.
- Focusing on what really matters to a client to provide personal and bespoke financial planning.
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.