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Freddie Fitton
Freddie Fitton
About
Freddie is an Associate Financial Adviser at The Private Office, based in London and covering areas such as Luton, Cambridge and Chelmsford. Originally from Yorkshire, he also works from our Leeds office and provides financial advice to people in areas including Guiseley, Ilkley and Harrogate. As a qualified financial adviser his main goal is building a clear financial plan for clients, allowing them to focus on living the lifestyle they want to lead without the day-to-day worries of their finances. He uses cashflow modelling software to help his clients visualise how their finances might evolve over time, and then focus on what can be done in the here and now.
With experience in financial planning since 2018, Freddie works hard to foster and grow deeper client relationships. He supports his clients with their financial objectives, whether that be wealth accumulation planning for those who are looking to build up their finances, retirement planning for those who are coming to the end of their working lives, or financial protections, such as income protection insurance, so that his clients have the right financial protection in place to ensure their loved ones are looked after.
Freddie is a diploma qualified financial adviser and also has the Certificate in Discretionary Investment Management. He is currently working towards Chartered accreditation. Before beginning his career in financial planning, he studied Human Geography at Newcastle University.
Most of Freddie’s free time is spent outdoors; playing football, tennis, running or going climbing. When he returns home to Leeds, he enjoys going for walks in the Yorkshire Dales with his family. Outside of this, he likes to explore as many cafes and restaurants as he can with friends at the weekend.
Areas Of Expertise
- Long-term investing
- Retirement planning
- Income protection insurance
- Cash flow forecasting
Qualifications
- Diploma in Regulated Financial Planning
- Certificate in Discretionary Investment Management
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Freddie mainly works from our office in central London and covers areas such as:
London new adviser locations
London new adviser map
- Stevenage
- Cheltenham
- Canterbury
- Worthing
- Southampton
- Swindon
- Oxford
- Norwich
- Nottingham
- Birmingham
- Peterborough
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 Freddie'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.
At a glance
- Diploma qualified financial adviser
- Working in financial planning since 2018
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.