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Independent financial advisers in Liverpool
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 Liverpool 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.
Liverpool
- Ellesmere Port
- Chester
- Southport
- Formby
- Ormskirk
- Warrington
- The Wirral
- Mold
- Lytham St Annes
- Kirkham
Susan is one of the founding partners at The Private Office, working from our Leeds office and covering areas such as Harrogate, Yorkshire and the East Midlands. As an experienced Partner at the firm, she has a broad range of knowledge dealing with high net-worth clients who possess complex financial circumstances and she advises on all aspects of financial planning. She has a highly personalised and empathetic approach to her clients and believes in building long-term relationships with them throughout their lifetime.
Christie is a Financial Adviser at The Private Office located in Leeds but also covering areas such as York, Nottingham and Manchester. As a certified Financial Adviser, she offers insight to her clients on their financial goals. She is passionate about providing quality, bespoke financial planning to clients ensuring their financial plan helps achieve their objectives both now and in the future. Christie aims to educate her clients in a clear and straightforward manner, giving them the confidence to make some of the most important decisions in their life. She believes that it is important to work with various members of a family to ensure smooth and proactive succession planning where financial plans can run through the generations.
George is a Financial Adviser and Chartered Financial Planner at The Private Office, working primarily from our head office in Leeds and supporting clients across the North and Midlands including York, Nottingham and Liverpool. His goal is to simplify the complex and help his clients make the right financial decisions to allow them to live meaningful and fulfilling lives. He believes in forming long-term trusted relationships with his clients based on respect and integrity.