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Alex Hatfield
Alex Hatfield
About
Alex is a Partner for The Private Office in London, but also covering areas such as Cambridge, High Wycombe and Hastings. As a highly-qualified Chartered Financial Planner, he advises his clients on all aspects of financial, investment, and retirement planning. He believes in building client relationships based on trust, integrity and empathy, and has dedicated a large proportion of his client work to working with vulnerable persons who have suffered from personal injury or clinical negligence.
Alex specialises in lifetime financial planning and cash-flow modelling to empower clients to take control of their financial future and achieve complete financial independence. His experience also includes defined benefit pension transfers and he is one of several Pension Transfer Gold Standard Specialists at TPO.
In addition to being a Fellow of the Personal Finance Society (PFS), he is a Chartered member of the Chartered Institute for Securities and Investments and has certificates in Financial Planning & Lifetime Mortgage Activities, Financial Planning & Long Term Care Insurance and Life & Pensions.
Alex graduated from the University of Hull with a BSc in Economics and has worked in financial advice for over thirty years, joining and becoming a Partner of The Private Office in 2014. He has provided comments for a number of publications, including the Financial Times, The Telegraph, and FT Adviser.
When he is not working with clients, Alex can be found cycling in France and the Chilterns, running marathons and, when not being led a merry dance by three teenage daughters, is an avid enthusiast of music and silent film. He is also a committee member and active volunteer for Project Volunteer – a small charity that works alongside SOS Children’s Villages in Botswana to help support and develop resources for its orphanages.
Areas Of Expertise
- Lifetime financial planning
- Cash-flow modelling
- Defined benefit pension transfers
Qualifications
- Chartered Financial Planner
- Fellow of the Personal Finance Society
- Chartered Member of the Chartered Institute for Securities and Investments
- Financial Planning Certificate
- Certificate in Equity Release
- Award in Pensions Update
- Certificate in Mortgage Advice
- Certificate in Financial Planning & Lifetime Mortgage Activities
- Certificate in Financial Planning & Long Term Care Insurance
- Certificate in Life & Pensions
- Award in Long Term Care Insurance
- Advanced Diploma in Financial Planning
- Diploma in Financial Planning
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Alex works from our office in central London and has clients in areas such as:
Alex Hatfield locations
Alex Hatfield map
- Ascot
- Andover
- Princes Risborough
- Woking
- Cambridge
- Witney
- High Wycombe
- Windsor
- Aylesbury
- Nottingham
- Hitchin
- Hastings
- Great Missenden
- Wantage
At a glance
- Fellow of the Personal Finance Society
- Published contributor to the Financial Times, The Telegraph and FT Adviser
- Pension Transfer Gold Standard Specialist
- Over 30 years experience in financial planning
As featured in
Alex was very clear on what the company can provide and was very professional. Very impressed on initial meeting and why I am keen to have the discovery meeting.
February 2024
Alex was extremely helpful in explaining exactly where he can help and where he can't. He wasn't at all pushy in offering his services but very much allowed me to feel enabled to make a decision. His advice was spot-on and exactly what I was looking for. Hugely impressed.
December 2023
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view Alex's personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society.
Alex is a Chartered Financial Planner, which is a highly-sought after and respected qualification for Financial Advisers. It symbolises technical proficiency and high standards of professionalism.
The Private Office is also a Chartered Financial planning firm, publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.