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Independent financial advisers in Cambridge
We tailor our service to meet your needs
The Private Office is an award-winning team of independent, Chartered Financial Planning experts with clients, including individuals, families and business owners in Cambridge and the surrounding areas. We work together to protect and grow your wealth.
Our work is driven by your needs, combining the skills and experience of a diverse team of financial experts, united by an ethos to provide personal and bespoke wealth management services to all clients, wherever they live.
Whether you are building up your wealth, planning for retirement or looking to preserve your wealth for future generations, we can deliver a solution tailored to your individual needs. Our highly qualified and experienced investment team allows us to offer a wide range of investment solutions to suit your preferences and requirements.
You can meet us face-to-face in our offices, over a virtual call or in the comfort of your own home, you decide. We aim to provide clients with fair value through the services we offer and the fees will always be clearly communicated before any work takes place.
Cambridge
- St Ives
- Hemingford Grey
- Hilton
- Yelling
- Cambourne
- Great Gransden
- Waresley
- Abbotsley
- Eynesbury
- Potton
- Linton
- Bassingbourn
- Melbourn
- Kneesworth
- Whaddon
- Lidgate
- Sawston
- Huntingdon
- Ely
- Swavesey
- Royston
Dean is a Partner at The Private Office located in London but also covering areas such as Cambridge, Northampton and Stevenage. As an experienced financial adviser, he assists clients with their financial planning needs and provides high-quality and personable independent advice. His objective is to provide clients with a personal and bespoke service based on a thorough understanding of their current position, financial objectives and ambitions.
Abby is a Financial Adviser at The Private Office located in London but also covering areas such as Worcester, Oxford and Northampton. As a Chartered Financial Planner, she offers insight to guide clients with their financial needs. She is able to offer unbiased advice due to TPO’s independent status, which means she can offer advice about any area of the market.
Laura is a Senior Financial Adviser at The Private Office located in London and covers areas such as Stratford upon Avon, Canterbury and Cheltenham. As a Chartered Financial Planner, she provides tailored, independent financial advice across a variety of areas including pensions and retirement planning, investment management, and protection. All advice areas are underpinned by an holistic financial plan built using cash flow modelling. Laura believes this forms the core of any client relationship, subsequent advice, and ongoing review, and is key to ensuring clients’ positions are fully understood before determining suitable solutions.