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Emily Brear
Emily Brear
About
Emily Brear is a Financial Adviser at The Private Office, located in London and covering areas such as High Wycombe, Ipswich and Colchester. She also works out of our Leeds office, with clients in Cheshire, Ormskirk and Leeds. She provides her clients with the confidence to make financial decisions that will help them meet their goals. Emily believes in creating lasting relationships with her clients to ensure she can guide them through any changes in their circumstances and the ever-changing financial landscape.
Emily has been with The Private Office since 2020, starting in our Leeds offices and making the move to our London offices a year later. She has experience working with clients at all stages of life and has provided tailored financial advice to suit their individual needs. As a diploma qualified financial planner her expertise includes retirement planning, cash flow management and intergenerational wealth planning.
The support Emily provides to her clients is recognised in her VouchedFor reviews and she is a Top Rated Adviser for 2024. She was also a finalist in the Rising Star category at the Professional Adviser Women in Financial Advice Awards 2022. In addition to the work she does guiding her clients with their financial decisions, she has contributed to an article in FT Adviser, a leading publication for the UK financial planning community.
When Emily is not advising her clients, you can find her exploring London’s pubs and restaurants, walking in the Lake District (only when it’s sunny!), or watching Formula One.
Areas Of Expertise
- Pension advice
- Insurance and protection
- Cash flow modelling
Qualifications
- Diploma in Regulated Financial Planning
- Certificate in Discretionary Investment Management
- Certificate in Securities Advice & Dealing
- BSc (Hons) Economics
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Emily works from our offices in central London and Leeds and has clients in areas such as:
Emily Brear locations
Emily Brear map
- Benfleet
- Orpington
- West Byfleet
- Richmond
- High Wycombe
- Croydon
- Hounslow
- Marlborough
- Twickenham
- Leeds
- Cheshire
- Ormskirk
At a glance
- Diploma Qualified Financial Planner
- Finalist at the Professional Adviser Women in Financial Advice Awards 2022
- Published contributor in FT Adviser
As featured in
Emily is extremely personable and professional, instantly likeable. She communicates well, but also listens just as well, ensuring client's financial wants, needs and situation are fully understood. We quickly developed a good working relationship, which provided us with confidence that our assets would receive the level of financial management that would at least meet our high expectations.
May 2024
She effortlessly conveyed complex concepts and recommendations in a manner that was easy to grasp, ensuring that I was fully informed every step of the way. Her ability to articulate her points with precision and clarity instilled a sense of confidence and reassurance in her advice.
April 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 Emily'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.
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.