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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
David is a Partner for The Private Office located in London, but also covering areas such as Leicester, Milton Keynes and Guildford. As an experienced adviser and a Fellow of the Personal Finance Society (PFS), he supports his clients with their financial needs and his primary aim is to help his clients gain an appreciation of what lifestyle their current and future wealth is capable of delivering.
April is a Financial Adviser at The Private Office located in London and covers areas such as Bath, Reading and St Albans. As a diploma qualified Financial Planner, she provides meaningful help to a range of clients to help them reach their financial goals. April demonstrates the importance of financial planning using modelling for all of her clients to show how they can meet their long-term goals.
Harry is a Financial Adviser at The Private Office, working from our London office and covering areas such as Cambridge, Reading and Leicester. As a Diploma qualified Financial Planner, Harry guides clients with their financial needs, taking the time to understand their unique circumstances and objectives, which he believes is the key to creating robust bespoke financial plans. Harry is an advocate of using cash flow modelling; combining solid financial planning principles with key investment principles and technology to help his clients to make evidence-based decisions for their finances.