Skip to main content
Jack Barratt
Jack Barratt
About
Jack is an Associate Financial Adviser at The Private Office based in London and covering areas such as Canterbury, Chelmsford and Winchester. As a qualified financial adviser, he acts as the first port of call for his clients, no matter how big the query. He aims to support his clients through their financial journeys and allow them to make informed decisions to meet their objectives. Often financial jargon can provide a barrier to understanding and Jack works to simplify the complex.
Jack’s experience covers a range of planning areas including inheritance tax planning, retirement advice and protection planning for a range of clients across London and the South East. His approach to financial planning starts with getting to know his client's unique situation in order to build a bespoke financial plan.
Having started his journey in financial services in 2017, Jack has previous experience working at a Kent-based firm of Independent Financial Advisers. Prior to becoming an Adviser, he spent a number of years in a technical role, which gave him strong foundations for providing comprehensive financial planning solutions.
Jack is a diploma qualified financial planner and has certificates in discretionary investment management and securities advice and dealing. He also holds an economics degree from the University of Bristol.
Outside of work, Jack is a keen football player and follower, and when not outside you can usually find him in the kitchen cooking.
Areas Of Expertise
- Cash flow planning
- Retirement planning
- Investment management
Qualifications
- Diploma in Regulated Financial Planning
- Certificate in Discretionary Investment Management
- Certificate in Securities Advice and Dealing
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Jack 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
At a glance
- Diploma qualified Financial Planner
- Working in financial services since 2017
Very professional, honest and knowledgeable. Excellent understanding of my situation and gave me all the information that I approached The Private office for.
May 2024
Polite, professional, personable and knowledgeable, it was a pleasure to meet Jack. He was very helpful in pulling together an impressive timeline and presenting this with impressive tech. Would recommend Jack and the Private Office to anyone considering engaging a wealth management adviser.
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 Jack'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.