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Independent financial planning

Truly independent and unbiased

We listen and provide tailored advice

Fixed, transparent costs

The Private Office profile

What we do for you

We will listen and take the time to understand your personal financial goals, whether it’s working out when you can retire, how to minimise inheritance tax or getting the most out of your savings and investments.

We aim to provide a truly personalised service that will help you to build plans, stay on track and provide peace of mind.

The Private Office is an award-winning team of independent, Chartered Financial Planning experts working together to protect and grow your wealth.

All our employees are shareholders of the company and 25% of our future value will be gifted to the environmental charity ‘Restore our planet’.

From cash flow forecasting, pension planning, 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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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. 

Pensions

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

Find out more

Investing 

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

Find out more

Tax planning

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

Find out more

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)

Daniel Schofield

Partner - DipPFS

Rated 4.7 out of 5

Top Rated Adviser 2022

Daniel provides advice focused on the disciplines of personal and corporate financial planning, investment portfolio management, Inheritance Tax (IHT) planning and mitigation, and legacy and succession planning.

Merve Oral

Financial Adviser - Chartered Financial Planner, FPFS

Rated 4.8 out of 5

Top Rated Adviser 2022

Merve is a Chartered Financial Planner and a Fellow of the Personal Finance Society. She creates bespoke financial plans in partnership with her clients to help them secure their financial future and enjoy their desired lifestyle with peace of mind. 

Sarah Beall

Financial Adviser - Chartered Financial Planner, FPFS

Rated 4.9 out of 5

A Fellow of the Personal Finance Society, Sarah has worked in financial services since 2011 and works in partnership with her clients to ensure they understand what they are capable of achieving and how they can get there. In particular, she provides clarity around complex strategies to put her clients at ease.

Our clients speak for us