Skip to main content
Rowan Hedley
Rowan Hedley
About
Rowan is a Financial Adviser at The Private Office, working from our London office supporting clients across the UK, including London, Leeds and Manchester. As a Chartered Financial Planner, he assists clients with their financial needs by investing time in listening and understanding each client's circumstances, concerns and goals. He helps people to create structures that enable them to have a better relationship with money and build a framework to give them peace of mind. He believes that financial planning is working with clients to create robust financial plans that enables them to achieve their financial goals.
Rowan’s expertise covers cash flow planning, investment advice and pension planning. With previous experience working as a Paraplanner, he has strong technical knowledge which forms the foundation of the advice that he provides.
He has secured a number of qualifications including becoming both a Chartered Financial Planner and a Chartered Wealth Manager. He is also a Certified Financial Planner; a globally recognised certification. Rowan also has certificates in Pension transfers & planning advice and Discretionary Investment Management. He holds a degree in Business Management from the University of Bolton.
When he is not supporting his clients with their financial futures, Rowan enjoys travelling to new countries to understand the history and culture.
Areas Of Expertise
- Investment advice
- Inheritance tax planning
- Protection planning
Qualifications
- Chartered Financial Planner
- CERTIFIED FINANCIAL PLANNER ™
- Chartered Wealth Manager
- Certificate in Pension Transfers & Planning Advice
- Advanced Diploma in Financial Planning
- Certificate in Discretionary Investment Management
- Diploma in Advanced 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. Rowan works from our office in central London and has clients in areas such as:
Rowan Hedley locations
Rowan Hedley map
- Beckenham
- Whitstable
- Hatfield
- Thirsk
- Yeovil
- Peacehaven
- Saffron Walden
- Congleton
- Leeds
- Manchester
- Macclesfield
- Wakefield
At a glance
- Chartered Financial Planner since 2022
- Working in financial services since 2014
Rowan really took the time to understand our goals, our expectations and our relationship with money - tailoring his approach and his advice based on that conversation that really felt like he was on the same team as us, as opposed to pushing any particular strategy or product. I was really impressed with his friendly, reassuring approach, as well as his ability to simplify and then clearly communicate some quite complicated concepts.
April 2024
Rowan took the time to understand what I wanted. I felt that his advice took into consideration all of my needs in the future, and also my request to invest my money ethically. In addition, the forward planning spreadsheets really helped me to understand what my financial position is now and what it will be in the future. I was delighted with everything and would have no hesitation to recommend Rowan to others.
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 Rowan'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.
Rowan 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.