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Julian Frere
In my role as Partner, I advise clients, lead the Family Office Team and help nurture and develop young talent.
My professional specialisms include financial planning, maximising wealth, tax efficient structures, intergenerational wealth transfer, investment management and philanthropy.
I have over 20 years of professional experience working with entrepreneurs, business owners, high-income earners and families with generational wealth. We act for a number of high-profile individuals and their families in the business, music, entertainment and sporting worlds.
A key part of my work with clients is to build and maintain a multi-disciplinary professional team to provide them with a collaborative, trusted and reliable advice service.
I take pride in advising with integrity and clarity, providing clients with peace of mind. I value building strong relationships and empowering our clients to make informed and confident decisions, always working in partnership to understand what's really important to them.
After completing a BSc. in Fisheries Science, an MSc. in Aquaculture Business Management and an MA in Economics, I worked as an Environmental Economist for 4 years. Seeking a new challenge, I then moved to work as a Financial Planner with a national independent financial advice firm where I worked for 13 years before joining The Private Office in 2016.
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What drives me?
As the eldest of six children, I spent my early childhood living on farms in Zimbabwe and Saudi Arabia before moving with my family to Bath. It was during these formative years that I developed a deep curiosity and love for learning about people and cultures, philosophy and connecting with what really matters in our world.
I continue to be driven by these interests, which hugely influence my work at TPO. I love 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.
I love sport and all things outdoors. I also enjoy painting, live music, reading and adventure.
I live in Bath with my wife, our three children and our bonkers dog Bodhi!
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
Past roles include being a former member of the Bristol STEP Committee, former Chair of the Bristol Branch of the Institute of Financial Planners (IFP), former member of the Ethics and Practice Standards Committee for the IFP and former member of the Society of Later ife Advisers (SOLLA).
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
- 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.
What people say about me
VERIFIED REVIEW AT 
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.
VERIFIED REVIEW AT
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.