Crispin Homer

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Senior Financial Adviser - Chartered Financial Planner, APFS, FCSI

Rated 4.9 out of 5

Top Rated Adviser 2022

I am a Chartered Financial Planner and Chartered Wealth manager.  I advise on all aspects of financial planning; from young professionals looking to build their asset base over time, to clients wishing to preserve their estate for future generations whilst also still looking to have some fun themselves! I have worked in the Financial Services profession for over 15 years and was an Executive Director of John Lamb Wealth Management. I have worked at The Private Office since 2019.

I have a speciality in advising clients pre or just post retirement and advising them on the best way to build their assets and then draw down from them as tax efficiently as possible whilst preserving capital if they can. My background as a former discretionary fund manager also means I am well placed to understand and be able to explain clearly the risks clients are taking, or need to take, with their money to meet their ultimate goals and to demystify the investment world for those who are less experienced investors.

I believe that every client is different and has different aims, objectives and circumstances.  I therefore spend time getting to know my clients as individuals and as families, so I can best advise them and also look to build long term relationships so I can be their trusted adviser for the rest of their lifetimes if possible.

Get in touch for your free consultation  

What drives me?

I spend most of my free time running around after my two young boys or trying to watch rugby, football, cricket or indeed any sport.  I am also a school governor and help out a lot with various events at the school.  When I get the chance, I am also a keen reader and cinema goer.

My qualifications

I am a Chartered Financial Planner, a Fellow of the Chartered Institute for Securities & Investment and my qualifications are:

  • Chartered Financial Planner
  • Chartered Wealth Manager
  • Fellow of the CISI
  • Member of the Personal Finance Society
  • Certificate in Financial Planning
  • Diploma in Financial Planning
  • Advanced Diploma in Financial Planning
  • Investment Management Certificate
  • Award in Pensions Update 

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. 

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

  • Chartered Financial Planner
  • Fellow of the Chartered Institute of Securities and Investments
  • Practised in pre and post retirement planning
  • Experienced in tax efficient income generation 
  • Investment review advice for individuals plus charities and trusts
  • Estate Planning for individuals wishing to preserve their estate for their families
     

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.