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Harry Donoghue
Harry Donoghue
About
Harry is a Financial Adviser at The Private Office, working from our London office and covering areas such as Cambridge, Reading and Leicester. As a Diploma qualified Financial Planner, Harry guides clients with their financial needs, taking the time to understand their unique circumstances and objectives, which he believes is the key to creating robust bespoke financial plans. Harry is an advocate of using cash flow modelling; combining solid financial planning principles with key investment principles and technology to help his clients to make evidence-based decisions for their finances.
As a planning led adviser, Harry enjoys working with clients to explore their goals, which could range from retiring earlier than planned, to building up a pot of money for the benefit of future generations. He then helps clients manage their financial plan and their finances so they can focus on enjoying the things that matter in their life.
Harry’s expertise includes investment advice, retirement planning and intergenerational planning. As part of our expert practitioner team, he supports our advisers in delivering some of our highest risk advice to clients - investing in Venture Capital Trusts (VCTs), Enterprise Investment Schemes (EISs) and Business Relief (BR) qualifying products. Prior to joining TPO, he worked with some of the companies who promote these type of products, giving him some great insights into the types of clients suited to investing into them as well as the due diligence that the providers undertake.
Since graduating the TPO Financial Planning Executive (FPE) Academy himself, he has played a key role in training our future advisers in subsequent FPE Academies. He has also shared his knowledge wider by presenting one of our webinars, ‘The Art of Avoiding Inheritance Tax’, as well as contributing to an article in The Telegraph about getting the best return on cash savings.
As well as being a Diploma Qualified Financial Planner, Harry continues to take further qualification within the financial planning and investment profession. He has a Degree in Finance and Investment from the University of Brighton.
Areas Of Expertise
- High-risk investments
- Investment advice
- Retirement planning
- Tax planning
- Intergenerational planning
Qualifications
- Diploma in Regulated Financial Planning
- BSc (Hons) in Finance and Investment
- Award in Regulated Pension Transfer Advice
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Harry works from our office in central London and has clients in areas such as:
Harry Donoghue locations
Harry Donoghue map
- Kingston upon Thames
- Reading
- Harpenden
- Cambridge
- Whitstable
- Farnham
- Aldershot
- Malvern
- Tonbridge
- Romford
- Ashford
- Uxbridge
At a glance
- Diploma qualified since 2022
- Featured contributor in The Telegraph
- Degree in Finance and Investment
- Background of working with Tax Advantaged Investment Solutions
As featured in
Harry was open, knowledgeable and quickly acquainted himself with the pension details we were discussing, his viewpoint and advice was good and insightful.
March 2024
I am extremely impressed with our initial consultation with Harry. I felt that he understood our financial needs, and in particular, our need to consolidate our pension plans, and gave us clear, easy-to-understand guidance on how we can achieve the best outcome. We are already looking forward to our next consultation and feel confident in Harry's advice and knowledge of the current financial market in relation to our circumstances.
February 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 Harry'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.
Articles by Harry Donoghue
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.