Dan is a business specialist and has a lot of experience advising business owners, working closely with their accountants to provide a proactive and forward-looking service so that every opportunity is considered and nothing is missed. His expertise includes key person insurance, business sales and/or exits, investment management and retirement planning. 

Having worked in financial advice since 2013, Dan joined TPO in 2022. In addition to supporting his clients with their financial decisions, he has also been featured in the Telegraph, where he helped a reader understand how they may be able to achieve their goal of retiring early based on their current income and expenditure. 

Dan spends his time outside of work with his wife and son. Otherwise, you could find him cooking for family and friends, playing squash in the winter, or fly fishing in the long evenings of spring and summer.

Christie enjoys working in partnership with clients and ensuring everything she does is with their best interests at heart. She is trained in lifetime cashflow planning and provides advice in all aspects of financial and strategic planning, including investment advice, pensions and protection planning. She supports clients across the north, including Southport, Liverpool and Darlington. 

Christie has worked at The Private Office since 2019 and recently presented our tax webinar 'How to escape the tax raid on your wealth' where she shared knowledge of how to minimise tax bills to maximise wealth. She has a  a Diploma in Regulated Financial Planning and studied Economics with Business at Nottingham Trent University.

When she is not advising clients, Christie is normally in the beautiful Yorkshire countryside running, hiking, or cycling. She has recently completed Prague and Leeds half marathon. She is also passionate about the culinary arts and travelling to explore new cities and countries

Alex’s expertise includes cashflow modelling, pension advice, inheritance tax planning and protection planning. He utilises a holistic approach to financial planning, ensuring his clients feel confident with their finances and empowered to make decisions about their wealth. He provides considered advice by forecasting any decisions his clients need to make, looking over the short and long term so that they are fully informed about their financial future. 

Having worked in financial advice since 2015, Alex joined TPO in 2021. He has the IFS Diploma for Financial Advisers, as well as a Certificate in Mortgage Advice and Practice (CeMAP). As part of his ongoing professional development, he also keeps up to date with financial planning legislation and news. 

When he is not advising clients, he can be found going for walks in the Yorkshire Dales and cooking (and eating) Italian food.

Clare specialises in cashflow modelling and financial forecasting, which are key skills to further guide her clients’ financial futures. Her experience covers a wide range of financial planning including retirement planning, investment advice and inheritance tax planning. 

With previous experience working as a Paraplanner, Clare has a strong technical knowledge and foundation to the advice she provides. Her expertise is also valued in the press and she has provided comments for the Telegraph, Daily Mail and Financial Planning Today. Her qualifications include an Advanced Diploma in Financial Planning, and she also holds a Masters in Political Economics from King’s College London. 

When Clare is not advising clients, she enjoys travelling and learning about different parts of the world, as well as horse riding and jogging in her free time.

Abby 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. 

Some of Abby’s areas of expertise include retirement planning, income protection, and investment advice and she previously worked as a Senior Portfolio Manager before joining TPO in 2021. She also covers cash-flow modelling as it opens up conversations with clients and helps them to visualise their financial future.

Abby is a certified and FCA regulated financial planner. She holds an advanced diploma in Financial Planning, as well as other qualifications including a certificate in discretionary investment management. 

When she is not advising clients, Abby can be found outdoors travelling and keeping active, as well as enjoying good food.

For Laura, seeing the difference that sound, independent financial advice can make to clients’ lifestyles and futures, is what drives her. Solving problems clients present her with, and working with them as they progress through their financial plans and achieve their aspirations, is very important to her. She provides support to a wide range of clients, including some of our Family Office clients where she helps to manage the financial affairs of wealthy individuals and their families.

Laura started her career in financial services in 2014 after studying Mathematics with French at the University of Manchester. She spent several years in a technical role before moving back home to London and joining TPO in September 2018, where she has worked in both technical and client-facing roles. 

Laura is a Chartered Financial Planner and is notably a Fellow of the Personal Finance Society. She has lent her expertise to publications such as the Daily Mail, Guardian and The Telegraph by providing commentary for articles. 

When she is not advising clients, Laura can be found cycling and playing netball. She is a keen sports fan and participant, playing netball in her local social league.

Daniel’s expertise covers cashflow modelling, investment advice and protection planning for clients across the north of England. He enjoys being part of an experienced team at The Private Office and using the firms collective knowledge to deliver the highest possible standard of advice. He is also involved in our internal adviser training programme, sharing his knowledge and providing support to those in the process of becoming financial advisers. 

Daniel’s qualifications include a Diploma in Regulated Financial Planning and a Certificate in Securities Advice and Dealing. Before joining TPO, Daniel studied Psychology at the University of Leeds. 

When he is not advising clients, Daniel can be found playing cricket on the region's best pitches. He is a keen cricketer and enjoys being outdoors and keeping active.

April’s experience covers pension planning, cash flow modelling and investment advice, including sustainable and impact investing which she is an advocate for. April’s passion lies in empowering individuals to maximize their finances, simplifying complex situations with clear language and looking to demystify financial jargon so that everyone can harness their money more effectively. She also has a focus on empowering women to plan for their desired lifestyle, both in the present day and in future. She aims to give her clients the understanding and knowledge they need to make confident financial decisions and use her financial planning as a tool for fulfilment and success.

April joined The Private Office in 2017 in the Leeds office, growing alongside the company to become an inclusive and independent adviser, now living in Hertfordshire. She has been featured in several national publications including iNews, and she has been the finalist for awards including ‘Financial Adviser of the Year – London’ at the Professional Adviser Women in Financial Advice Awards 2023. As a result of the valuable support she offers her clients, she has been a VouchedFor Top Rated Adviser for the past few consecutive years.

April has a diploma in Regulated Financial Planning and is working towards her Chartered status, which she should achieve this year. April maintains her technical knowledge as part of her professional development and the ever-changing tax and pensions landscape. She also holds a degree in Arabic and Spanish from the University of Leeds.

Outside of her job supporting clients, April leads an action-packed life. She plays hockey for her local club in St Albans, travelling all over the midlands for games, and also enjoys dancing, netball, and learning to play golf and padel. April thrives on participating in charity sporting events and challenges whenever she can. 

When she's not playing sports, you'll find April watching live events, whether on TV or in person. International and professional hockey are her staples, but she loves traveling to catch any sports fixture. She volunteered at the Rio 2016 Olympics and is a regular at Lionesses games and Wimbledon.

Jason’s expertise covers pensions, investment management, pre and post-retirement planning and more, and he has experience working with a diverse client base including families, entrepreneurs, entertainers, and high-net-worth individuals. With previous experience working as a Paraplanner, he has a strong technical knowledge and foundation to the advice that he provides. 

In addition to advising his clients, Jason has presented TPO's inheritance tax webinar, where he explained key considerations with intergenerational wealth planning through various life stages. 

As well as being a Chartered Financial Planner, Jason has certification in Discretionary Investment Management, Securities Advice & Dealing and Life & Pensions. He also holds a degree in Hispanic Studies from the University of Nottingham. 

When he's not helping his clients to build their financial plans, Jason enjoys travelling and playing sports, having fulfilled a lifelong dream of participating in the 2019 London Marathon.