He supports his clients by using cash flow modelling technology to help them visualise their financial futures and empower them to take control of their finances. Alex uses this holistic approach to financial planning to better inform the advice process and create a benchmark for clients to ensure they remain on track as they work towards their objectives.

Alex has experience across the spectrum of financial planning needs, including supporting clients with their investments to grow their portfolio, complex tax planning, mitigating inheritance tax and, more often than not, a combination of all the above. He supports our Financial Planning Academy, helping to train the next generation of TPO Financial Advisers and sharing his knowledge and expertise. 

In addition to his Chartered Financial planner status, Alex has gained further qualifications in areas such as complex pension transfer advice and investment management. He keeps up to date with financial planning legislation as part of his ongoing professional development. In 2023 he was named as one of the Citywire NMAs Top 35 Next Generation Advisers. As a result of the valuable support he offers his clients, Alex has also achieved VouchedFor top rated adviser status in 2021, 2022 and 2024.

Her experience includes working with Trusts and trustees and lay and professional deputies, and since 2003 Susan has specialised in advising individuals and families where a client has suffered catastrophic personal injury or clinical negligence. She understands the needs of her clients and the value of supporting their team of professionals. 

Susan’s technical skills adopt the use of cash-flow modelling to empower clients to take control of their financial future and achieve financial independence across Yorkshire and the North. Whether this be for an inheritance tax liability or pension planning, this can offer clarity and a strong foundation for a bespoke financial plan. 

With over twenty years of experience advising on all aspects of financial planning, Susan is a Chartered Financial Planner and manages a team of advisers in the firm. She has several financial planning qualifications and keeps up to date with financial planning legislation as part of her ongoing professional development. As a result of the valuable support she offers her clients, Susan has been a VouchedFor top rated adviser for the past few consecutive years. Susan is also a Dementia Friend, an initiative from the Alzheimer's Society to raise awareness and understanding so that she and others can support people living with dementia.

Outside of providing advice to her clients, she enjoys all sports - mainly football - helping with her local cubs, traveling and spending time with her family.

With over thirty years’ experience in the financial services industry, Roger’s expertise includes cashflow modelling, pension advice, planning for retirement and inheritance tax mitigation for high net-worth clients. He started his career at Bowring Financial Services and then Thomson's (now AWD Chase) before co-founding PQR Financial Services in 2004, which was purchased by TPO in 2016. 

Roger has lent his expertise to publications such as The Telegraph, the Mail on Sunday and This is Money, providing commentary and financial planning insights to finance articles. As well as being a Chartered Financial Planner, Roger has several financial planning qualifications and keeps up to date with financial planning legislation as part of his ongoing professional development. As a result of the valuable support he offers his clients, Roger has been a VouchedFor top rated adviser for the past few consecutive years.

When he is not providing support to his clients, Roger can be found playing golf, tennis, or his bassoon in a local orchestra.

With experience covering a wide range of private clients including high net-worth individuals, families, attorneys, charities, and trusts, Paul takes pride in both identifying and understanding each of his client’s objectives with empathy and clarity. 

In 2022 Paul was named in the 2022 PAM Top 40 Under 40 list, which highlights rising stars in financial planning, in recognition of his work supporting our internal adviser training. He was acknowledged by PAM again in 2024, this time making it onto their NextGen Leaders list. As a result of the valuable support he offers his clients, he has been a VouchedFor top rated adviser for the past few consecutive years.

Paul is an associate member of the Personal Finance Society and holds other financial planning qualifications such as a certificate in Life & Pensions Diploma in Financial Planning. Before joining The Private Office, he studied Business and Management Studies at Leeds Business School. 

When he is not supporting his clients with their financial goals, Paul enjoys learning languages, travelling, all kinds of sports and spending time with his two young daughters.

Julian joined TPO in 2016 and prior to this worked as a Financial Planner for thirteen years at an independent advice firm. His specialisms include tax efficient structures, intergenerational wealth transfer, investment management and philanthropy. He has supported entrepreneurs, business owners, high–income earners and families with generational wealth. In particular, he leads the Family Office team which has responsibility for a number of high-profile individuals in the entertainment, music and sporting worlds. 

Along with being awarded Chartered status, Julian is an affiliate member of the Society of Trust and Estate Practitioners (STEP). Julian also holds a Masters degree in Economics. 

As the eldest of six children, he spent his early childhood living on farms in Zimbabwe and Saudi Arabia before moving with his family to Bath. It was during these formative years that he developed a deep curiosity and love for learning about people and cultures,  philosophy and connecting with what really matters in our world. 

Julian continues to be driven by these interests, which hugely influence his work at TPO. He loves working with and getting to know both colleagues, clients and other professionals from a diverse range of backgrounds and working collaboratively with them to achieve fantastic outcomes.  

He loves sport and all things outdoors, and also enjoys painting, live music, reading and adventure. He lives in Bath with his wife, their three children and bonkers dog Bodhi!

Ed joined TPO in 2016; prior to this he has worked in private equity, business training, and for a large city wealth planner, demonstrating a breadth of experience and knowledge within the financial sector. His expertise covers business owners, protection planning, and maximising tax allowances. 

Ed holds a Diploma in Regulated Financial Planning, an IFS Diploma for Financial Advisers, as well as Certificates in Discretionary Investment Management, Equity Release and Mortgage Advice. As a result of the valuable support he offers his clients, he has been a VouchedFor top rated adviser for the past few consecutive years.

When he is not advising clients, Ed can be found spending time with his family and enjoys playing and watching sport. He is also a self-described ‘reluctant’ marathon runner. 

Dean specialises in retirement planning and investment portfolio management and is an advocate for cashflow modelling and its use in allowing clients to plan long-term to ensure they lead the lifestyle that they desire without the fear of running out of money. He is always working to ensure his clients are able to enjoy their retirement with a clear strategy designed to meet their needs. Most of his clients are professionals or business owners who need a trusted adviser to guide them through their financial affairs as life evolves. 

The long-term trusted relationships that Dean creates with his clients are a testament to how he works together with them to build, develop and achieve their financial goals. He has been a VouchedFor top rated adviser for several years and in 2021 he won an award at the Unbiased Trusted Professional Awards in recognition of the support he provided his clients during the pandemic and his use of our secure client portal, TPO Wealth. He has been a published contributor in articles in FT Adviser, The Independent, and the Financial Times, where he has covered topics such as ESG investing.

Alongside being a Pension Transfer Gold Standard Specialist, he is also a member of The Private Office’s Investment Committee. 

Outside of his work, Dean is a keen sports enthusiast and can be found both playing and watching most sports.

David has expert knowledge in achieving optimal financial outcomes during divorce negotiations and post-divorce settlements. He has a great ability to demystify the complexities around pensions on divorce, and as a result, this has proved of great value to both clients and matrimonial solicitors. 

In addition to his expertise in financial planning for divorce, David is also an Accredited Pension Transfer Gold Standard Specialist, helping to advise on the best course of action for potential defined benefit pension transfers. 

With over twenty years of experience working in financial advice, David’s expertise is widely recognised and he has supported articles in publications such as The Times, International Adviser and the Financial Times. He has led and presented webinars on topics such as intergenerational wealth planning and retirement planning, where he makes complex financial advice subjects easier to understand. As a result of the valuable support he offers his clients, David has been a VouchedFor top rated adviser for the past few consecutive years.

When he is not providing his expert knowledge to his clients, David can be found ferrying his son to football and clearing up after his daughter’s pony!

Daniel’s advice is predominantly focused on the disciplines of personal and corporate financial planning, investment portfolio management, inheritance tax (IHT) planning and mitigation, legacy and succession planning, and cash-based investments. He works closely with a trusted group of professional peers to provide a truly holistic service to clients which is both advice and solution-orientated. 

Working in financial advice since 1997, Daniel trained with a Harrogate-based firm of Independent Financial Advisers before joining Chase de Vere Financial Advisers as an Area Manager and practicing financial planner. 

Daniel holds a Diploma in Financial Planning, a Certificate in Financial Planning and Certificate in Life & Pensions. He is also the Vice Chair of the internal Investment Committee (TPOIC) and a regular contributor and presenter on the global markets and asset allocation at seminars across Yorkshire.

Outside of work, Daniel enjoys spending time with his family, mountain biking and running, and he is a proficient scuba diver.

Daniel is a specialist in many areas of financial planning including defined benefit pensions, investing and long-term care insurance and can offer services and support for these across the South West. 

Daniel is a Pension Transfer Gold Standard Specialist, was named in the 2023 PAM NextGen Leaders list, and has been a VouchedFor Top Rated Adviser for the past few consecutive years. He also manages a team of Advisers and is actively involved in mentoring new colleagues and sharing his experience and knowledge. 

In addition to being a Fellow of the PFS, Daniel has numerous other qualifications including certificates in equity release, securities advice and dealing, and discretionary investment management. 

When he is not advising his clients, Daniel enjoys travelling, history and rugby.