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Emily Brear

Emily has been with The Private Office since 2020, starting in our Leeds offices and making the move to our London offices a year later to explore new opportunities. She has experience working with clients at all stages of life and has provided tailored financial advice to suit their individual needs. As diploma qualified financial planner her expertise includes retirement planning, cash flow management and intergenerational wealth planning

The support Emily provides to her clients is recognised in her VouchedFor reviews and she is a Top Rated Adviser for 2024. She was also a finalist in the Rising Star category at the Professional Adviser Women in Financial Advice Awards 2022. In addition to the work she does guiding her clients with their financial decisions, she has contributed to an article in FT Adviser, a leading publication for the UK financial planning community. 

When Emily is not advising her clients, you can find her exploring London’s pubs and restaurants, walking in the Lake District (only when it’s sunny!), or watching Formula One.

  • Diploma in Regulated Financial Planning
  • Certificate in Discretionary Investment Management
  • BSc (Hons) Economics
  • Published contributor in FT Adviser 
  • Diploma Qualified Financial Planner 
  • Finalist at the Professional Adviser Women in Financial Advice Awards 2022

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.

What people say about me

She effortlessly conveyed complex concepts and recommendations in a manner that was easy to grasp, ensuring that I was fully informed every step of the way. Her ability to articulate her points with precision and clarity instilled a sense of confidence and reassurance in her advice.

April 2024

 

Emily has been professional and helpful throughout our correspondence. She has worked hard to understand my individual circumstances and has been very supportive in helping me to understand the financial vocabulary and the opportunities available to me.

November 2023