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The Private Office profile

What we do for you

The Private Office is an award-winning team of independent, Chartered Financial Planning experts working together to protect and grow your wealth. We aim to provide a truly personalised service that will help you to build plans, stay on track and provide peace of mind.

Why not see what 850 reviewers have said about the service our advisers provide on VouchedFor - an independent customer reviews website for financial advisers. 

From cash flow forecasting, pension planning and complex tax scenarios through to investment decisions, we will help you every step of the way.

If you have pensions, investments and savings totalling £100,000 or more, you could receive a free cash flow forecast up to the value of £500. 

Our relationship step-by-step

  1. Discovery – a short phone call to understand if we’re a good fit for each other and to assess whether your asset value matches the criteria.
  2. Free consultation meeting – a qualified financial adviser will get to know you, your financial goals and produce your free cash flow forecast “do nothing” scenario.
  3. Tailored plan – a personalised plan which outlines the costs for advice and which aims to give you peace of mind for your financial future.

Please note: The value of your investments can fall as well as rise. You may not get back what you invest. The Financial Conduct Authority (FCA) do not regulate cash flow planning, estate planning or tax and trust advice. 

Arrange your free £500 cash flow forecast consultation.

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Call phone0333 323 9065

Why our clients choose us

Our advice is, and always has been fully independent; we work for you, not a product provider, meaning we are always ‘on your side of the table’. We’ve received many wealth management and financial adviser awards which validate the excellent service we provide to our clients.

Winner of Wealth Planning Firm at the eprivate client excellence awards

A Chartered Firm of Financial Planners

A VouchedFor top rated firm in 2020 & 2021

Financial advice services 

Ongoing advice is key to reaching your goals and securing your financial future. 


Our pension planning specialists can help you to understand your options and provide advice to give you peace of mind in retirement.

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With over £1 billion client funds under management and a range of portfolios to suit all investor needs, we can provide a tailored strategy.

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Tax planning

With careful planning, we can ensure that your tax bill is fair and minimal

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For more information about our different services, contact us today

Get in touch now

Meet our expert team

Independent advice - People block - list (6.06)

Susan Tait - Chartered Financial Planner at The Private Office

Susan Tait

Partner - Chartered Financial Planner, APFS

Rated 4.8 out of 5

Top Rated Adviser 2022

Susan has a broad range of experiences dealing with high net worth clients who pose complex financial circumstances.

Photo of Julian Frere

Julian Frere

Partner - Chartered Financial Planner, APFS

Rated 4.8 out of 5

Top Rated Adviser 2022

Julian advises on pension reviews, retirement planning, investment management, tax efficient structuring, life insurance and succession planning.

Kirsty Stone

Kirsty Stone

Senior Financial Adviser - Chartered Financial Planner, APFS

Rated 4.6 out of 5

Top Rated Adviser 2022

Kirsty is a Chartered Financial Planner and expert in cash flow forecasting and advises in all aspects of financial and strategic planning

Our clients speak for us