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Steffan Alemanno
Steffan Alemanno
About
Steffan is a Senior Financial Adviser at The Private Office located in London but also covering areas such as Ipswich, Chichester and High Wycombe. As a Chartered Financial Planner, he supports his clients across a wide range of financial planning areas and helps his clients realise what they can do now to secure their financial future as well as the opportunities they may have both now and in retirement.
Steffan has a wealth of experience in helping clients navigate the complexities surrounding pensions. He also guides his clients with issues such as inheritance tax planning, protection planning, and maximising tax allowances.
Working in financial services since 2014, Steffan has had a number of client facing roles, ranging from providing premier banking services for one of the world’s largest banks and their clients to providing independent protection advice for clients on an individual and corporate basis. He has been a regulated financial adviser offering independent financial advice since 2017.
Steffan provided commentary to The Telegraph in 2023, and he also shares his knowledge with our internal adviser training programme to support those in the process of becoming financial advisers.
When he is not advising clients, Steffan enjoys following the Italian football league (Serie A) and specifically Juventus, which he says is a by-product of having Italian parents. He can also be found attending the many music concerts and gigs that London has to offer.
Areas Of Expertise
- Cash flow planning
- Pension advice
- Protection planning
Qualifications
- Chartered Financial Planner
- Advanced Diploma in Financial Planning
- Certificate in Discretionary Investment Management
- Certificate in Pension Transfer Advice
- Diploma in Financial Planning
- Certificate in Financial Services
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Steffan works from our office in central London and has clients in areas such as:
Steffan Alemanno locations
Steffan Alemanno map
- Ipswich
- Poole
- High Wycombe
- Haslemere
- Tring
- Chichester
- Worthing
- Felixstowe
- Gravesend
- Lymington
- Knebworth
At a glance
- Chartered Financial Planner
- Working in financial services since 2014
- Featured contributor in The Telegraph
As featured in
My first meeting with Steffan has proved very satisfying. His understanding of the business was evident from the start and he listened attentively to our questions and concerns answering each one in a full and timely manner. Looking forward to working with him in the future.
March 2024
Communication has been brilliant from the start, Steffan has a very warm and friendly approach that respects his position with transparency and integrity, and he has been very swift in keeping us updated which has been very much appreciated.
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 Steffan'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.
Steffan 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 Steffan Alemanno
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.