Skip to main content
Pippa Vick
I provide bespoke advice to clients across a wide range of areas, from young accumulators just starting out in their careers, and needing support on how best to grow their wealth, to clients approaching retirement, who want to understand how best to structure and draw their income in retirement.
I also advise those who are later along in life, wanting to pass on their wealth in the most efficient way possible. I enjoy using cash flow modelling to plan ahead and show clients the art of the possible so that they are better informed and can be confident in the decisions they make.
Get in touch for your free initial consultation 
What drives me?
I feel fortunate to be part of The Private Office, where the advice I give is truly independent and what works best for each of my clients based on their needs and objectives.
Outside of work, I enjoy exploring new cities and countries, as well as cooking – although some recipes turn out better than others! I’m an animal lover, and most of my free time is taken up looking after my dogs.
My Qualifications
- Diploma in Regulated Financial Planning
- Certificate in Equity Release
- Certificate in Discretionary Investment Management
- Certificate in Securities Advice & Dealing
- Award in Pensions Update
- Certificate in Mortgage Advice
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.
|
|
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
- Financial planning that is bespoke to each individual, helping to achieve their goals
- Building a robust cashflow plan to help make financial decisions easier
- I am passionate about helping people realise their potential, whether that be retiring earlier than they thought was possible, or making sense of the different options available to them throughout their lives.
- Ensuring that clients have considered what would happen when something goes wrong, and making sure that they have insurance in place to protect them and their families if the worst were to happen.
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.