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Robert Morse
Robert Morse
About
With a career spanning back to 1988, Robert has dedicated himself to guiding clients through their financial journeys as a seasoned financial planning and wealth adviser. He is a Senior Partner at The Private Office and is based in Yorkshire. He works from our head office in Leeds and also our London office, supporting clients across the UK including York, Salford and Banbury.
As an experienced Chartered Financial Planner, Robert’s expertise lies in delivering comprehensive financial counsel to individuals and families across a spectrum of financial planning domains. From adept investment management to meticulous retirement planning, personal financial structuring, and establishing tax-efficient frameworks, he specializes in ensuring a holistic financial approach.
Robert’s clientele is diverse, ranging from families to enterprising entrepreneurs and business owners, where he offers strategic insights into financial and legacy planning, including nuanced guidance on Lifetime Cashflow Planning and navigating the financial complexities following the loss of a key stakeholder.
As a member of our Family Office team, Robert collaborates closely with fellow professionals in tax, law, banking, and accountancy to optimize outcomes for his clients across the UK. Additionally, he lends his expertise as an Expert Witness in cases concerning disputed investments, leveraging his knowledge and experience to provide invaluable insights.
Throughout his career, Robert has held diverse roles - from director to managing partner to heading investment committees - yet his focus has always remained on client advisory, which he has always enjoyed the most. Grounded in principles of simplicity, empathy, persistence, and integrity, Robert believes in unravelling intricate financial dilemmas, strategies, and solutions in a language that resonates with all of his clients. Over the years, he has cultivated expertise in the Media and Entertainment industry, specifically catering to the distinctive financial needs of high-profile individuals and their families within the music realm. As one can imagine, there are other challenges that arise when the client is a cherished household name.
When he is not providing financial counsel to his clients, Robert enjoys staying fit, running, country pursuits, motor racing, and spending time with his family in the Yorkshire countryside.
Areas Of Expertise
- Expert in Lifetime Company Planning and the death of a key stakeholder
- Extensive experience within the media and entertainment industry
- Family Office services
- Investment management and advice
- Retirement planning
Qualifications
- Chartered Financial Planner
- Associateship
- Financial Planning Certificate
- Advanced Diploma in Financial Planning
- Diploma in Financial Planning
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Robert works from our Leeds and London offices and has clients in areas such as:
Robert Morse locations
Robert Morse map
- Otley
- Skipton
- Salford
- Halifax
- Harrogate
- York
- Ilkley
- London
- Rickmansworth
- Gerrards Cross
- Banbury
At a glance
- Co-founded The Private Office with six other founding partners in 2008
- Chartered Financial Planner since 2016
- Previous positions include Director, Managing Partner, and Head of Investment Committees
- Assets entrusted to Robert and his team total over £225 million
I have known Robert for some years and he is head and shoulders above any comparable. I am now retired and my wife and I require first-class advice on financial security for the future and Robert does so in a measured, knowledgeable, and personable manner.
December 2023
Robert always spends time making sure I understand the investments, he always presents himself as a first class advisor.
April 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 Robert'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.
Robert 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.
Articles by Robert Morse
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.