Independent financial advisers in Leicester
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 Leicester 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.
Leicester
- Market Harborough
- Loughborough
- Nuneaton
- Lutterworth
- Hinckley
- Burbage
- Hugglescote
- Kirby Muxloe
- Oadby
- Barkby
- Littlethrope
When providing advice my primary aim is to assist clients gain an appreciation of what lifestyle their current and future wealth is capable of delivering.
I aim to provide meaningful help to a range of clients to help them to reach their financial goals, whether that be through cash flow forecasting, pension planning or investment advice.
I provide tailored financial advice to private clients across a range of planning areas including investment advice, retirement planning, tax planning and inter-generational planning.