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Independent financial advisers in Leicester
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 Leicester 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.
Leicester
- Market Harborough
- Loughborough
- Nuneaton
- Lutterworth
- Hinckley
- Burbage
- Hugglescote
- Kirby Muxloe
- Oadby
- Barkby
- Littlethrope
David Gruenstein is a Chartered Financial Planner and Partner at The Private Office, working from our office in central London and looking after clients in areas such as Gloucester, Newmarket and Brighton. He is a Fellow of the Personal Finance Society (PFS) and has over twenty-five years’ experience as a financial planner. He aims to be a client’s trusted adviser and first port of call in financial decision making, and strongly believes in a holistic approach to financial planning. He looks after a wide range of private clients and has knowledge across all areas, including pre and post-retirement planning and tax-efficient investment planning.
April is a Financial Adviser at The Private Office located in London and covers areas such as Bath, Reading and St Albans. As a diploma qualified Financial Planner, she provides meaningful help to a range of clients to help them reach their financial goals. April demonstrates the importance of financial planning using modelling for all of her clients to show how they can meet their long-term goals.
Jason is a Senior Financial Adviser at The Private Office located in London and covering areas across the South and Midlands such as Cambridge, Brighton and Milton Keynes. As an experienced financial adviser, he offers valuable insight to guide his clients with their financial planning decisions. He simplifies complex matters and empowers his clients to make informed and confident decisions to support their personal and financial goals. He is passionate about forming long-term relationships built on trust and clear, honest advice.