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Jay Rose
Jay Rose
About
Jay is an Associate Financial Adviser at The Private Office, working from our London office and covering areas including Guildford, Southampton and Birmingham. Originally from Manchester, he also supports clients in the North. As a qualified financial adviser, Jay guides clients with their financial needs by taking a personal and holistic approach to financial planning, focusing on understanding each client’s wider circumstances before developing tailored advice.
Using cashflow modelling to help clients visualise their financial position, Jay provides clarity and confidence as they work towards their long term goals. He believes financial planning should be straightforward and practical, enabling clients to make informed decisions and feel in control of their financial future.
Jay’s experience includes investment advice, inheritance tax planning and retirement advice for clients across the UK. He works with his clients to build long term strategies that align with their goals, while ensuring their plans remain flexible as circumstances evolve. As well as supporting his own clients he has worked alongside senior advisers and partners at TPO, developing both strong technical expertise and a client focused approach.
From experience working as a Paraplanner, Jay has built a solid technical foundation that underpins the advice he provides today. He is currently working towards Chartered Financial Planner status to further enhance his technical competency to deliver the best possible advice to clients. He holds a BSc Joint Honours degree in Economics and Geography from the University of Birmingham.
When he is not supporting clients, Jay enjoys playing and watching football, improving his golf game and attending live music events, from large concerts to smaller gigs.
Areas Of Expertise
- Cashflow modelling
- Inheritance tax planning
- Retirement advice
Qualifications
- Certificate in Discretionary Investment Management
- Diploma in Regulated Financial Planning
- Certificate in Securities Advice and Dealing
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Jay works from our office in 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 Jay'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
- Diploma qualified
- Working in financial services since 2022
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.