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Christie Tillett
Christie Tillett
About
Christie is a Financial Adviser at The Private Office located in Leeds but also covering areas such as York, Nottingham and Manchester. As a certified Financial Adviser, she offers insight to her clients on their financial goals. She is passionate about providing quality, bespoke financial planning to clients ensuring their financial plan helps achieve their objectives both now and in the future. Christie aims to educate her clients in a clear and straightforward manner, giving them the confidence to make some of the most important decisions in their life. She believes that it is important to work with various members of a family to ensure smooth and proactive succession planning where financial plans can run through the generations.
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
Areas Of Expertise
- Cashflow modelling
- Protection planning
- Holistic financial advice
Qualifications
- Diploma in Regulated Financial Planning
- Certificate in Discretionary Investment Management
- BA (Hons) in Economics with Business
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Christie works from our office in Leeds and has clients in areas such as:
Christie Tillett locations
Christie Tillett area map
- Huddersfield
- Chesterfield
- Ripon
- Stockport
- Ellesmere Port
- Stoke-on-Trent
- Southport
- York
- Leyland
- Seaham
- Liverpool
- Darlington
- Sheffield
- Rugeley
- Wirral
At a glance
- Working at The Private Office since 2019
- Finalist for numerous financial planning awards
- Diploma qualified Financial Planner since 2022
It was a delight to speak to Christie yesterday, she immediately put me at ease with her very professional manner and I felt very confident in her knowledge and responses to my specific financial situation. I ended the call feeling in control and empowered to make the financial decisions I need to make shortly with a renewed confidence
August 2024
Christie is very pleasant and clearly very knowledgeable about her subject. She listened carefully to my major concerns and offered some excellent suggestions for going forward.
June 2024
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 Christie'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.
The Private Office is 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.
Awards
Finalist for Financial Adviser of the Year - North East at the Professional Adviser Women in Financial Advice Awards 2024
Finalist for the Young Achiever award at the Professional Adviser Awards 2024
Finalist for the Rising Star award at the Professional Adviser Women in Financial Advice Awards 2022
Finalist for the Rising Star award at the Yorkshire Financial Advice Awards 2022
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.