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Jack Barratt
I started my journey in the financial services industry in 2017 with a Kent-based firm of Independent Financial Advisers. Prior to working as an Adviser, I spent a number of years in a technical role, which has given me strong foundations for providing comprehensive financial planning solutions.
I thoroughly enjoy getting to know what's important to an individual and being the first port of call for any query, no matter how big.
Get in touch for your free initial consultation 
What drives me?
In my spare time I'm a keen footballer (as well as follower) and enjoy keeping active. When I'm not outside you can find me in the kitchen cooking!
My Qualifications
- Diploma in Regulated Financial Planning
- Certificate in Discretionary Investment Management
- Certificate in Securities Advice and Dealing
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. |
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
- Advice in all aspects of financial and strategic planning.
- An advocate of cash flow modelling.
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.