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Jonathan Ritterband
Jonathan Ritterband
About
Jonathan has been a Partner at The Private Office since 2018, located in London and covering areas such as Ipswich, Amersham and Farnham. As a Chartered Financial Planner, he helps clients at a number of different stages in their lives, from city professionals who are building their wealth, to families that are planning for retirement or looking to mitigate inheritance tax when passing on assets to the next generation. He is passionate about providing clients with robust financial plans which give them the clarity needed to make informed decisions.
With extensive experience including Investment Portfolio Management, cash flow planning and working with business owners at different phases of their business cycles, Jonathan takes an analytical and compassionate approach to his work. He aims to always understand the drive behind the objective before creating, prioritising, and implementing a bespoke strategy.
Jonathan believes that a planning-led advisory service leads to superior investment outcomes for clients and their families, and was involved with the implementation of our charging model of fixed fees for advice. He also oversees our Advice teams, training the next generation of advisers and ensuring that high standards of advice across our business are maintained.
In 2019 Jonathan was named in the Private Asset Management (PAM) Top 40 under 40. As well as being a Chartered Financial Planner, he holds multiple investment qualifications, including a Certificate in Discretionary Investment Management, and the Chartered Institute for Securities and Investment's (CISI) level 6 qualification in Private Client Investment Advice & Management. He also holds an honours degree in economics from Loughborough University.
Areas Of Expertise
- Investment Portfolio Management
- Co-shareholder protection
- Planning for a business sale
- Cash flow modelling
Qualifications
- Chartered Financial Planner
- Advanced Diploma in Financial Planning
- Certificate in Discretionary Investment Management
- Certificate in Life & Pensions
- Award in Long-Term Care Insurance 2019
- Diploma in Regulated 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. Jonathan works from our office in central London and has clients in areas such as:
Jonathan Ritterband locations
Jonathan Ritterband map
- Amersham
- Farnham
- Epsom
- Hove
- Ashford
- Kettering
- Frome
- Horsham
- Leatherhead
- Beaconsfield
- York
At a glance
- Chartered Financial Planner since 2015
- Background in private banking
- Previous experience as an Investment Manager at Lloyds Bank
Jonathan has been just the financial advisor I need. He is knowledgeable, good at explaining things to me who has a very limited understanding of financial matters, and completely trustworthy. I am so impressed with him that I have recommended him to my two adult children and a family friend.
September 2024
JR reviewed my wife and my financial situation, plans and aspirations. He undertook a full review and projections which were presented in an easy to understand manner.
December 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 Jonathan'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.
Jonathan 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.
Awards
One of PAM Insights’ 40 under 40 2019
Articles by Jonathan Ritterband
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.