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Independent financial advisers in Ipswich
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 Ipswich 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.
Ipswich
- Woodbridge
- Felixstowe
- Sudbury
- Braintree
- Saxmundham
- Bury St Edmunds
- Framlingham
- Southwold
- Stoneham Aspal
- Debenham
- Great Blakenham
- Martlesham
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.
Merve is a Financial Adviser at The Private Office located in London but also covering areas such as Northampton, St Albans and Ipswich. As a Chartered Financial Planner and Fellow of the Personal Finance Society (PFS), she creates bespoke financial plans in partnership with her clients to help them secure their financial future and enjoy their desired lifestyle with peace of mind.
Emily Brear is a Financial Adviser at The Private Office, located in London and covering areas such as High Wycombe, Ipswich and Colchester. She also works out of our Leeds office, with clients in Cheshire, Ormskirk and Leeds. She provides her clients with the confidence to make financial decisions that will help them meet their goals. Emily believes in creating lasting relationships with her clients to ensure she can guide them through any changes in their circumstances and the ever-changing financial landscape.