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Joseph O’Shea
With a degree in Economics, I joined the industry as a graduate trainee working for a Pensions Life Company.
Before joining The Private Office as a Founder Partner in 2010 I worked for Chase de Vere Private Clients as a Financial Adviser for 7 years .
As a Partner of The Private Office, I advise personal clients - including families, trustees and business owners - on all aspects of financial and strategic planning.
I like to adopt a friendly and straightforward approach to my role, with an emphasis on simplifying the complex and using my expertise and experience to help clients obtain better outcomes through more informed decision making.
Get in touch for your free consultation 
What drives me?
I have written a number of articles for leading publications and I am regularly invited to speak to professional and private client audiences.
My qualifications
I am a Chartered Financial Planner, Fellow of the Personal Finance Society and a Pension Transfer Specialist and my qualifications are:
- Chartered Financial Planner
- Fellow of the Personal Finance Society
- Advanced Diploma in Financial Planning
- Financial Planning Certificate
- Certificate in Mortgage Advice
- Certificate in Life & Pensions
- Diploma in Financial Planning
My technical skills, breadth of knowledge and approach to client work enable me to help clients better navigate multiple, complex, often interconnected, and ever changing financial planning challenges with ease.
My specialist qualifications include Advanced Pensions (AF3 & G60), Investment Planning (G70) and Personal Tax & Trust Planning (G20).
We also have a team of in-house specialists who can help with matters such as 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. |
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 Personal Finance Society (PFS)
- Accredited Pension Transfer Specialist
- Specialise in Life and Pension planning for high net work clients
Advice spotlight
Over recent years I’ve seen increasing demand for help with potentially life changing decisions around Final Salary pensions, planning on divorce, and helping clients of all types ensure their assets are best placed to provide peace of mind.
My Client Service Associate
Patrick Parker
0113 359 3295
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
VERIFIED REVIEW AT 
November 2018, North Yorkshire
Joe has provided the professional stewardship of my financial affairs with particular regard to pension planning, investment and inheritance issues. His calm, friendly, clear and thorough approach has been much appreciated and has enabled me to take decisions in an unpressured way.
VERIFIED REVIEW AT
November 2018, Yorkshire
Joe O'Shea always take time to listen to your objectives and concerns and explains his recommended course of action in a comprehensive and understandable manner. I have always found him to be both extremely personable and professional in his approach to my financial planning.