Julian Frere

I am passionate about The Private Office becoming the leading financial planning and wealth management firm in our profession by re-thinking how financial advice is delivered.

In my role as Partner, I co-lead the National Advisory team. In addition, I oversee matters relating to our existing clients.

I work collaboratively across all departments in order that our advisory team can provide a personal, efficient and secure advice service. I value client feedback and take a proactive approach.

I have worked as a financial planner for over 20 years and pride myself on advising with integrity and clarity to provide clients with peace of mind. I continue to act for a small number of families.

I am a Certified Financial Planner™, Chartered member of the Personal Finance Society, affiliate member of the Society of Trust and Estate Practitioners (STEP), former member of the Bristol STEP Committee, former Chairman of the Bristol Branch of the Institute of Financial Planners (IFP) and former member of the Ethics and Practice Standards Committee for the IFP.

I have written a number of articles for leading publications and I am regularly invited to speak to professional and private client audiences.

I live in Bath with my wife Annie and our three children.

Get in touch for your free consultation  

What drives me?

I love sport and all thing outdoors. I also love live music, painting, travel and adventure.

My qualifications

I am a Chartered Financial Planner and my qualifications are:

  • Chartered Financial Planner
  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Member of the Institute of Securities & Investments
  • Affiliate member of the Society of Trust and Estate Practitioners (STEP)
  • Advanced Diploma in Financial Planning
  • Certificate in Mortgage Advice
  • Certificate in Financial Planning & Long Term Care Insurance
  • Certificate in Life & Pensions
  • Award in Long Term Care Insurance 2019
  • Certificate in Equity Release Diploma in Financial Planning
  • Diploma in Regulated Financial Planning
  • Certificate in Pension Transfer Advice

I am an affiliate member of the Society of Trust and Estate Practitioners (STEP), active member of the Bristol STEP Committee, immediate past Chairman of the Bristol Branch of the Institute of Financial Planners (IFP) and former member of the Ethics and Practice Standards Committee for the IFP.

I was previously a member of SOLLA - Society of Later Live Advisers - for five years. 

I have written a number of articles for leading publications and I am regularly invited to speak to professional and private client audiences.

We also have a team of in-house specialists who can help with matters such as safeguarded benefit pension transfers, 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. 

Find out more about our accreditations 

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
  • Affiliate Member of STEP (The Society of Trust and Estate Practitioners)
  • Helping you to understand what your wealth can do for you, what you need to do to achieve the lifestyle you desire and identified personal targeted rates of return with the aid of cashflow forecasting
  • Advises on pension reviews, retirement planning, investment management, tax efficient structuring, life insurance and succession planning

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.

View all our experts

What people say about me

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December 2018, London

Julian is very well organised and happy to give very comprehensive advice. He has re-balanced our portfolios and has provided us with very helpful advice on future financial planning including importantly a forecast for the future. We have not had this before and it has been impressive.

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January 2018, Somerset

Julian completely understood and was sympathetic to our needs and goals. He explained everything very clearly. Most importantly we knew exactly how much my mother could afford to spend on her new property whilst allowing sufficient funds for her to be financially independent in the future.