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Pippa Vick
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.
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.
- 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
- Previous positions as a Paraplanner
- Experience working in a private banking firm
- Supports a wide range of clients
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.
What people say about me
Pippa is clearly deeply knowledgeable about financial matters and I am looking forwards to continuing to work with her on my financial planning strategy.
April 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.