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Independent financial advisers in Exeter
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 Exeter 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.
Exeter
- Exmouth
- Dawlish
- Teignmouth
- Totne Paignton
- Crediton
- Ottery St Mary
- Wadebridge
- Cowley
- Brixham
- Dartsmouth
Julian is a Partner at The Private Office, based in the South West and working out of our Bath and London offices supporting clients across the UK. As a Chartered Financial Planner and Fellow of the Personal Finance Society, he takes pride in advising with integrity and clarity by building strong relationships and empowering clients to make informed and confident decisions. He believes it is important to always work in partnership with his clients to understand what is most important to them.
Josh is a Financial Adviser at The Private Office located in Bath but also covering areas such as Bristol, Exeter and Worcester. As a certified financial adviser, he offers insights to support his clients and help them to understand how their decisions will have an impact on their finances. He believes that it’s important that financial advice has a positive impact, not only on your wealth, but also on your wellbeing and aspirations for the future.
Dan is a Senior Financial Adviser at The Private Office located in Bath but also covering areas such as Bristol, Swansea and Guildford. As a Chartered Financial Planner, he provides individuals and families with peace of mind and complete clarity over their finances. His clients see him as a partner in all their financial decisions, empowering them to make fully informed and confident decisions about the present, their longer-term futures and helping the next generation.