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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 Chartered Financial Planner, 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 Chartered 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
- Chartered Financial Planner
- Working in financial services since 2017
Jack was very charming, charismatic, articulate and did an excellent job of explaining of what how our investments had fared, what options we had and even give us advice on where to find the best business accounts giving interest. He also followed up promptly with written information that gave detail about his verbal explanations. He is an asset to the firm.
August 2024
Jack was very professional. He had an excellent grasp of the inheritance landscape, helping us to fully understand the pros and cons of various options. This enabled us to confidently plan ahead. Jack was very honest about his advice and did not push for particular services benefitial to himself. We had an excellent discussion, covered all our questions and more, and left the meeting with the opinion that Jack was a person we could definitely trust.
August 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.
Jack is a Chartered Financial Planner, which is a highly-sought after and respected qualification for Financial Advisers. It symbolises technical proficiency and high standards of professionalism.
The Private Office is also 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.