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Independent financial advisers in London
We tailor our service to meet your needs
The Private Office is an award-winning team of independent, Chartered Financial Planning experts with clients, including individuals, families and business owners in London and the surrounding areas. We work together to protect and grow your wealth.
Our London financial advisers deliver our services to over 1,700 clients in the city and neighbouring southern counties and have over £906m assets under management. TPO manages approaching £2b of assets in total. The office opened in 2013 and is located near St. Paul’s Cathedral.
Our work is driven by your needs, combining the skills and experience of a diverse team of financial experts, united by an ethos to provide personal and bespoke wealth management services to all clients, wherever they live.
Whether you are building up your wealth, planning for retirement or looking to preserve your wealth for future generations, we can deliver a solution tailored to your individual needs. Our highly qualified and experienced investment team allows us to offer a wide range of investment solutions to suit your preferences and requirements.
You can meet us face-to-face in our offices, over a virtual call or in the comfort of your own home, you decide. We aim to provide clients with fair value through the services we offer and the fees will always be clearly communicated before any work takes place.
We pride ourselves in listening to our clients in order to provide a complete and holistic wealth management service based on individual financial planning needs.
Directions to The Private Office London
Local parking
Parking and car access is limited in the City of London. However, if you wish to travel by car, the nearest parking facilities are at Baynard House Car Park, 133 Queen Victoria Street, London, EC2V 4BQ. This is approximately a 5 minute walk from the office.
London underground
The London offices are approximately 3 minutes from Blackfriars and 5 minutes from St Pauls.
Black cab
Should you wish to arrive at our office via taxi, you may wish to consult our list of popular departure points below:
- Blackfriars: 2 minutes
- St. Paul’s: 4 minutes
- Mansion House: 6 minutes
- Farringdon: 10 minutes
- City Thameslink station: 2 minutes
I am a Partner at The Private Office (TPO) which is a Chartered Financial Planning firm where we understand that you are all unique, with different individual circumstances, goals, and aspirations.
I provide bespoke advice to private clients across a range of financial planning areas including retirement planning, inter-generational planning, and investment advice.
I joined The Private Office in 2016 as an adviser, when it acquired PQR Financial planning. Prior to this I have worked in private equity, business training, and for a large city wealth planner so have plenty of experience and knowledge within the financial sector.