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Curtis Parker
Curtis Parker
About
Curtis is a Financial Adviser at The Private Office, based in Barnsley and working out of our head office in Leeds. He supports clients across Yorkshire and the North including Sheffield, Wakefield, and York. As a qualified financial adviser, he works closely with individuals and families to build structured, personal financial plans aligned to their long-term goals.
His work focuses on the fundamentals of financial planning, with particular expertise in retirement planning, investment strategies, and family protection. Whether helping clients build their wealth, protect their family’s future, or turn their retirement aspirations into reality, Curtis is committed to delivering clear, tailored guidance that provides long-term peace of mind.
With 15 years of experience in financial services, Curtis brings a rich and diverse background to his role. Prior to joining The Private Office, he worked as a Financial Planner at a local advice firm following successful roles as a Business Development Manager for both a digital investment platform and a regional Friendly Society. This well-rounded career gives him a deep, practical understanding of both modern investment technology and whole-of-market financial planning.
Curtis holds his Diploma in Financial Planning and is currently working towards Chartered Financial Planner status, reflecting his dedication to maintaining the highest technical and professional standards.
Outside of work, Curtis enjoys spending quality time on walks and days out with his fiancée and their dog. When travelling or out on walks, he enjoys taking wildlife and nature photographs. Closer to home, he is an active cue sports player and represents two local pool teams.
Areas Of Expertise
- Retirement planning
- Investment planning
- Protection planning
- Cashflow forecasting
- Inheritance tax planning
Qualifications
- CII Level 4 Diploma in Regulated Financial Planning
- CII Level 4 Diploma in Financial Planning
- CII Level 3 Certificate in Financial Services (General Route)
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Curtis works from our office in Leeds and covers areas such as:
Leeds new adviser locations
Leeds new adviser map
- Harrogate
- Ilkley
- York
- Sheffield
- Wakefield
- Doncaster
- Nottingham
- Derby
- Manchester
- Liverpool
- Lancaster
- Newcastle upon Tyne
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 Curtis's personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.
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.
The Private Office is a Chartered Financial planning firm, 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.
At a glance
- 15 years' experience working in financial services
- Diploma qualified financial planner
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.