Julian Frere

Photo of Julian Frere
Partner - Chartered Financial Planner, FPFS, CFP Chartered MCSI

Rated 4.8 out of 5

Julian joined TPO in 2016 and prior to this worked as a Financial Planner for thirteen years at an independent advice firm. His specialisms include tax efficient structures, intergenerational wealth transfer, investment management and philanthropy. He has supported entrepreneurs, business owners, high–income earners and families with generational wealth. In particular, he leads the Family Office team and works with a number of high-profile individuals in the entertainment, music and sporting worlds. 

Along with being awarded Chartered status, Julian is an affiliate member of the Society of Trust and Estate Practitioners (STEP). Julian also holds a Masters degree in Economics. 

As the eldest of six children, he spent his early childhood living on farms in Zimbabwe and Saudi Arabia before moving with his family to Bath. It was during these formative years that he developed a deep curiosity and love for learning about people and cultures,  philosophy and connecting with what really matters in our world. 

Julian continues to be driven by these interests, which hugely influence his work at TPO. He loves working with and getting to know both colleagues, clients and other professionals from a diverse range of backgrounds and working collaboratively with them to achieve fantastic outcomes.  

He loves sport and all things outdoors, and also enjoys painting, live music, reading and adventure. He lives in Bath with his wife, their three children and bonkers dog Bodhi!

  • Fellow of the Personal Finance Society 
  • Chartered 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
  • Fellow of the Personal Financial Society
  • Working in financial advice since 2002
  • Leads the TPO Family Office team, which sources and coordinates the services wealthy individuals and their families need

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.

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What people say about me

As I am somewhat lacking in understanding financial matters in general - especially so with my personal savings and investments, Julian at TPO seemed a perfect answer to my problems. Julian has a wonderful, non intimidating and friendly way of clearly explaining my financial situation in simple terms that I can understand. His advice gives me great confidence.

February 2024

His professional qualifications and high levels of expertise and experience are self-evident, but my wife and I have especially appreciated the care he has taken to get to know us as people. It is clear that Julian has a real passion for helping people to achieve their financial objectives. From the outset he has taken a true partnership approach to working with us, and this sense of collaboration is something we have greatly valued.

December 2023