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Estella Peto
Estella Peto
About
Estella is an Associate Financial Adviser at The Private Office, located in London and covering areas across the South including Bath, Bristol and Oxford. As a Chartered Financial Planner, she works closely with her clients to optimise their financial positions, whether that involves reviewing and advising on investments, pensions, or identifying opportunities for tax efficiency.
Since joining The Private Office in 2022, Estella has gained experience in areas such as inheritance tax planning, family protection, pension strategies, and investment planning. She has worked with more than 150 clients across London and the South, developing a deep understanding of their evolving needs and helping them navigate complex financial decisions with confidence.
Beyond the numbers, Estella acts as a trusted sounding board, offering objective guidance and clarity during key decisions. A core part of her role is helping individuals and families to navigate financial matters with confidence and care.
In 2024, Estella was named ‘Newcomer of the year’ at the Professional Adviser Awards. She has completed the Advanced Diploma in Regulated Financial Planning to become a Chartered Financial Planner and is currently working towards becoming a Fellow of the Personal Finance Society.
Outside of work, Estella enjoys keeping active and challenging herself, whether through running, kick-boxing, or training for her next goal; completing a triathlon! She also has a real passion for food and loves exploring London’s restaurant scene. She tries to visit a new spot each week and is always on the lookout for great recommendations!
Areas Of Expertise
- Protection planning
- Estate planning
- Retirement planning
- Cash flow forecasting
- Investment advice
Qualifications
- Chartered Financial Planner
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Estella works from our office in central London and has clients in areas such as:
London new adviser locations
London new adviser map
- Stevenage
- Cheltenham
- Canterbury
- Worthing
- Southampton
- Swindon
- Oxford
- Norwich
- Nottingham
- Birmingham
- Peterborough
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 Estella'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.
Estella is a Chartered Financial Planner, which is a highly-sought after and respected qualification for Financial Advisers. It symbolises technical proficiency and high standards of professionalism.
The Private Office is also 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
- Chartered Financial Planner
- Winner of 'Newcomer of the Year' at the Professional Adviser Awards 2024
- Working in financial services since 2022
Awards
Winner of Newcomer of the Year at the Professional Adviser Awards 2024
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.