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Pippa Vick
Pippa Vick
About
A Financial Adviser at The Private Office, Pippa works out of our London office and covers areas such as Oxford, Chippenham and Exeter. She provides bespoke advice to clients across a wide range of areas, from young accumulators just starting out in their careers and needing support on how best to grow their wealth, to clients approaching retirement who want to understand how best to structure and draw their income in retirement.
Pippa’s experience also covers inheritance tax planning, investment advice, and using cash flow modelling to show clients the art of the possible so that they are better informed and can be confident in the decisions they make. She is passionate about helping people realise their potential, whether that be retiring earlier than they thought was possible, or making sense of the different options available to them throughout their lives. She also believes in the importance of protection planning, ensuring that her clients have insurance in place to protect them and their families if the worst were to happen.
Pippa has previous experience working as a Paraplanner, giving a strong technical knowledge and foundation to the advice she provides. She is a diploma qualified financial planner, and also holds qualifications in Equity Release, Discretionary Investment Management, and Pensions. She is working towards Chartered accreditation.
Outside of work, Pippa enjoys exploring new cities and countries, as well as cooking. She is an animal lover, and most of her free time is taken up looking after her dogs.
Areas Of Expertise
- Inheritance tax planning
- Cash flow planning
- Retirement planning
- Insurance and protection planning
Qualifications
- Diploma in Regulated Financial Planning
- Certificate in Equity Release
- Certificate in Discretionary Investment Management
- Certificate in Securities Advice & Dealing
- Award in Pensions Update
- Certificate in Mortgage 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. Pippa works from our office in central London and has clients in areas such as:
Pippa Vick locations
Pippa Vick map
- Stafford
- Devizes
- Sutton
- Bedford
- Horley
- Chippenham
- Matlock
- Oxford
- Peterborough
- Exeter
At a glance
- Diploma qualified financial planner
- Previous positions as a Paraplanner
- Experience working in private banking
- Supports a wide range of clients
Pippa was quick to contact me and arrange two on-line meetings. These meetings were without any obligation to sign up to anything. Pippa took time to understand my financial situation in detail to enable her to formulate a proposal on how we manage my pensions in preparation for my retirement. She explained the various options available to me in a way that was easy to understand, and I felt well-informed and clear-headed after our meetings.
May 2024
I had the privilege of having Pippa as my advisor. She is very thorough and thoughtful in her profession and embodies a high level of excellence in her approach to the client. She is incredibly intelligent across the emotional spectrum which really helps when deciding sensitive financial packages. Very caring and someone I can and would trust. I would highly recommend Pippa's expertise.
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 Pippa'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.