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Julian Frere
Julian Frere
About
Julian is a Partner at The Private Office, based in the South West and working out of our Bath and London offices supporting clients across the UK. As a Chartered Financial Planner and Fellow of the Personal Finance Society, he takes pride in advising with integrity and clarity by building strong relationships and empowering clients to make informed and confident decisions. He believes it is important to always work in partnership with his clients to understand what is most important to them.
Julian joined TPO in 2016 and prior to this worked as a Financial Planner for thirteen years at an independent advice firm. His specialisms include tax efficient structures, intergenerational wealth transfer, investment management and philanthropy. He has supported entrepreneurs, business owners, high–income earners and families with generational wealth. In particular, he leads the Family Office team and works with a number of high-profile individuals in the entertainment, music and sporting worlds.
Along with being awarded Chartered status, Julian is an affiliate member of the Society of Trust and Estate Practitioners (STEP). Julian also holds a Masters degree in Economics.
As the eldest of six children, he spent his early childhood living on farms in Zimbabwe and Saudi Arabia before moving with his family to Bath. It was during these formative years that he developed a deep curiosity and love for learning about people and cultures, philosophy and connecting with what really matters in our world.
Julian continues to be driven by these interests, which hugely influence his work at TPO. He loves working with and getting to know both colleagues, clients and other professionals from a diverse range of backgrounds and working collaboratively with them to achieve fantastic outcomes.
He loves sport and all things outdoors, and also enjoys painting, live music, reading and adventure. He lives in Bath with his wife, their three children and bonkers dog Bodhi!
Areas Of Expertise
- Financial Planning
- Maximising wealth
- Tax efficient structures
- Intergenerational Wealth Transfer
- Investment Management
- Philanthropy
Qualifications
- Fellow of the Personal Finance Society
- Chartered Financial Planner
- CERTIFIED FINANCIAL PLANNER™
- Chartered Member of the Institute of Securities & Investments
- Affiliate member of the Society of Trust and Estate Practitioners (STEP)
- Advanced Diploma in Financial Planning
- Certificate in Mortgage Advice
- Certificate in Financial Planning & Long Term Care Insurance
- Certificate in Life & Pensions
- Award in Long Term Care Insurance 2019
- Certificate in Equity Release Diploma in Financial Planning
- Diploma in Regulated Financial Planning
- Certificate in 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. Julian works from our offices in Bath and central London and has clients in areas such as:
Julian Frere locations
Julian Frere map
- Bath
- Cardiff
- Newbury
- Lewes
- Dunstable
- Boston
- Leeds
- Wetherby
- Rugby
- Westerham
- Melton Mowbray
- Liverpool
At a glance
- Fellow of the Personal Financial Society
- Working in financial advice since 2002
- Leads the TPO Family Office team, which sources and coordinates the services wealthy individuals and their families need
As I am somewhat lacking in understanding financial matters in general - especially so with my personal savings and investments, Julian at TPO seemed a perfect answer to my problems. Julian has a wonderful, non intimidating and friendly way of clearly explaining my financial situation in simple terms that I can understand. His advice gives me great confidence.
February 2024
His professional qualifications and high levels of expertise and experience are self-evident, but my wife and I have especially appreciated the care he has taken to get to know us as people. It is clear that Julian has a real passion for helping people to achieve their financial objectives. From the outset he has taken a true partnership approach to working with us, and this sense of collaboration is something we have greatly valued.
December 2023
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 Julian'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.
Julian 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.