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Rohan Sandhu
Rohan Sandhu
About
Rohan is a Financial Adviser at The Private Office in London and has clients in areas such as Aylesbury, Winchester and Southampton. As a qualified adviser, he educates and supports his clients to provide complete clarity over their finances. Rohan knows that an essential stage of formulating an effective strategy is understanding his clients motivations and objectives so that they can make decisions with confidence.
With experience covering retirement planning, investment advice and estate and succession planning, Rohan works with clients predominantly across the south of England. He uses cash flow forecasting as a foundation for his clients financial plans, and believes that the ability to apply stress tests to a number of different scenarios and financial decisions can help plan for whatever tomorrow holds.
Rohan has experience working in partnership with colleagues at The Private Office to continually deliver an exceptional level of service, which allows him to always be a port of call for his clients, especially during times of concern.
In addition to his diploma in financial planning, Rohan also holds certificates in financial services and investment management and he stays up to date with financial planning legislation as part of his ongoing professional development.
When he is not delivering financial advice to his clients, Rohan enjoys golf and spending time with his family and friends.
Areas Of Expertise
- Retirement Planning
- Investment Advice
- Estate and Succession Planning
Qualifications
- Certificate in Financial Services
- Diploma in Regulated Financial Planning
- CFA UK Certificate in Investment Management
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Rohan works from our office in central London and has clients in areas such as:
Rohan Sandhu locations
Rohan Sandhu map
- Haywards Heath
- Stroud
- Aylesbury
- Rickmansworth
- Saffron Walden
- Lewes
- Winchester
- Grantham
- Southampton
- Thirsk
- Lytham St Annes
- Wirral
At a glance
- Diploma qualified financial planner since 2020
- Eight years experience working in financial services
Rohan is a professional, engaging, helpful and lovely person to speak with! Very approachable and genuinely interested in answering my questions, talking me through the process, offering a wealth of information - which is just what I needed - and wanting to provide me with information that I wanted. I felt very happy talking to him and in taking things forward with him.
August 2024
Very informative & knowledgeable, helpful, looks like he's going to save me money with his advice explained clearly so I understood what to do next.
July 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 Rohan'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.
Articles by Rohan Sandhu
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.