Skip to main content
Reviews & Testimonials
Feedback from our clients is at the heart of everything we do. As well as forming an important part of our regulatory oversight, it provides us the tools to continually improve our service and offer the best outcomes possible for our clients.
Get in touch to see how our top rated financial planning experts could help you.
Arrange your free initial consultation
Unbiased financial advice from top-rated advisers
In order to provide the best client experience, we partner with VouchedFor as an independent, nationally respected organisation to collect and verify reviews of our advisers.
We work with VouchedFor, a third-party service dedicated to helping individuals find top-rated financial, legal, and accounting advisors. Their platform verifies the identity of all of its reviewers and ensures that no reviews are edited or removed.
Their platform also provides:
- Average service rates and fees
- Proof of certification and licensing
- A follow-up process created to guarantee quality advice
We also work with Unbiased, another third-party service who help potential clients find the right adviser for them. There are reviews on our Unbiased profile left by clients who found us through their platform.
Our people
Advisers
Leadership team
Specialists
Join our team
Careers at The Private Office
Who we are
Our story
Why choose us
Awards and accreditations
Reviews and testimonials
Refer a friend
What we do
Our services
Our fees
See what clients say about us
Case study
“The advice and planning from TPO has allowed me to reach a point now where I feel I have more security to decide whatever I do in the next 15 years or so.”
Meet our expert team
People list
Dan Alder
Senior Financial Adviser - Chartered Financial Planner, APFS
Dan is a Chartered Financial Planner, working from our Bath office and supporting clients across the South. He empowers clients to make informed and confident decisions about the present, their longer-term futures and helping the next generation.
Grace Whalley
Financial Adviser - Chartered Financial Planner, FPFS
Grace is a Financial Adviser and Fellow of the Personal Finance Society. She takes the heavy lifting off clients shoulders to help them to navigate various financial life stages and allow them to focus on meeting their different objectives in life.
David Dodgson
Partner - Chartered Financial Planner, FPFS
David is an experienced adviser and a Fellow of the Personal Finance Society (PFS), supporting his clients with their financial needs. His primary aim is to help his clients gain an appreciation of what lifestyle their current and future wealth is capable of delivering.