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Investing is about planning and strategy
We all want our money to grow and this can be achieved through investing.
With careful financial planning we can help you achieve your financial goals through investing.
This is based on your attitude to risk and our approach is built around you, your needs and what you want to achieve.
Here at The Private Office we have over £2 billion of client funds under management and have a specialist team that reviews our portfolios regularly to ensure your investments are working hard for you.
Investing
- Our investment management services
- Your tailored investment strategy
- Our investment philosophy
- Attitude to risk
- What are investment bonds?
- Sustainability Disclosure Regime
- How to measure investment portfolio risk?
- Advisory vs Discretionary investment
- Latest market commentary
- Key investor information
- Corporate notifications
Our investment philosophy
The beliefs and values that guide our portfolios
Our investment philosophy is built around you.
We construct portfolios based around your financial goals and invest based on your risk appetite and time horizons
Your tailored investment strategy
The journey starts with you
Our investment strategy is personalised to your individual needs and preferences.
We believe the journey starts with you. When we know more about you, we can provide a strategy for investments tailored to your needs
Our advice on investing is personalised and focused around you
Our investment services
What we provide for you
We provide a variety of investment services to suit your needs
Our investment committee builds and maintains a number of specialised model portfolios which may suit you. But it may be that you need something more individually constructed
Look at what investment options are available to you
Your attitude to risk
What’s your attitude to risk?
We understand that your attitude to risk is different to other peoples. It's unique.
At The Private Office, we spend time assessing your risk profile and build a portfolio that suits your objectives, time frames and desires.
What are the factors that contribute and why is it so important
Do I need to invest?
Understand more about your financial circumstances
Have you considered if you have enough wealth to maintain your desired lifestyle?
Understand if you’ve invested or saved enough to become financially independent.
Our awards
Leading expert advice
Our achievements demonstrate our continued efforts towards technical excellence, professional integrity and client service.
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Chartered Financial Planning Firm of the Year 2022/23
The Personal Finance Awards celebrate high standards and exceptional consumer outcomes within the financial planning profession. ‘Chartered Financial Planning Firm of the Year’ is the only award given at a company level by the PFS.
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The Financial Times Top 100 Financial Advisers, 2018-2025
The awards identify firms based on a range of different areas, the best investment advice firms assisting clients in the market, and those who demonstrate that savers can be certain their money is being managed by the best people.
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Top Rated Firm 2020-2025
Rated 4.8 stars of 5 at Vouchedfor
4,642 reviews for 50 advisers
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.
People Block
Daniel Lea
Senior Financial Adviser - Chartered Financial Planner, APFS
Daniel helps clients with their financial needs and advises on various aspects of financial, investment, and retirement planning. He adopts a friendly, straightforward approach towards his work, aiming to empower his clients with informed decision-making.
Alex Shields
Partner - Chartered Financial Planner, FPFS
Alex looks to build up a detailed understanding of his clients’ situations which enables him to provide advice tailored to their circumstances. He believes that it’s crucial to communicate in a clear and straightforward manner to put his clients’ minds at ease.
Abby Ivison
Financial Adviser - Chartered Financial Planner, APFS
As a Chartered Financial Planner, Abby offers insight to guide clients with their financial needs. She is passionate about providing friendly, sound, and honest advice in a way that’s easy to understand so that her clients can feel empowered to achieve their financial goals.
Arrange a free initial consultation
We are committed to helping all of our clients create, sustain, protect and grow wealth for them and their families.
To ensure we are a good fit for your needs, please provide your details below and we will contact you to ask a few simple questions.
Our relationship step by step
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Discovery
A short phone call with some simple questions to ensure we’re a good fit. Initial meeting, without charge or obligation, with a qualified financial advisor to get to know you and your financial position.
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How can we help
Formulation and agreement of your bespoke service and fees.
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Solutions and advice
Detailed financial plan based on market research and financial modelling.
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Implementation and ongoing review and service
Plan execution, ongoing portfolio review, valuations and service assessment.
Contact us today to see how we can help you manage your wealth.
Or if you prefer , you can start the conversation
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