placeholder
Bristol

Independent financial advisers in Bristol

badge

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 Bristol and the surrounding areas. We work together to protect and grow your wealth.

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.

Bristol

  • Clevedon 
  • Nailsea 
  • Chelvey 
  • Congrebury 
  • Bitton 
  • Backwell 
  • Cleeve 
  • Emersons Green 
  • Yate 
  • Bath 
Your local experts
Partner - Chartered Financial Planner, FPFS, CFP Chartered MCSI

Rated 4.8 out of 5

Vouched For UK top rated adviser 2024

Julian is a Partner at The Private Office, based in the South West and working out of our Bath and London offices supporting clients across the UK. As a Chartered Financial Planner and Fellow of the Personal Finance Society, he takes pride in advising with integrity and clarity by building strong relationships and empowering clients to make informed and confident decisions. He believes it is important to always work in partnership with his clients to understand what is most important to them.

Senior Financial Adviser - Chartered Financial Planner, APFS

Rated 4.9 out of 5

Vouched For Top Rated Adviser 2024

Dan is a Senior Financial Adviser at The Private Office located in Bath but also covering areas such as Bristol, Swansea and Guildford. As a Chartered Financial Planner, he provides individuals and families with peace of mind and complete clarity over their finances. His clients see him as a partner in all their financial decisions, empowering them to make fully informed and confident decisions about the present, their longer-term futures and helping the next generation.

Financial Adviser - Chartered Financial Planner, APFS

Rated 4.8 out of 5

Top rated adviser 2024

Abby is a Financial Adviser at The Private Office located in London but also covering areas such as Worcester, Oxford and Northampton. As a Chartered Financial Planner, she offers insight to guide clients with their financial needs. She is able to offer unbiased advice due to TPO’s independent status, which means she can offer advice about any area of the market.