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Independent financial advisers in Norwich
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 Norwich 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.
Norwich
- Dereham
- Lowestoft
- Melton Constable
- Diss
- Saxmundham
- Costessey
- Hempnall
- King's Lynn
- Thetford
- Burnham Market
- Cromer
- Great Yarmouth
David Gruenstein is a Chartered Financial Planner and Partner at The Private Office, working from our office in central London and looking after clients in areas such as Gloucester, Newmarket and Brighton. He is a Fellow of the Personal Finance Society (PFS) and has over twenty-five years’ experience as a financial planner. He aims to be a client’s trusted adviser and first port of call in financial decision making, and strongly believes in a holistic approach to financial planning. He looks after a wide range of private clients and has knowledge across all areas, including pre and post-retirement planning and tax-efficient investment planning.
Clare McCarthy is a Financial Adviser at The Private Office located in London but also covering areas such as Kent, Southampton and Bath. As a Chartered Financial Planner, her aim is to simplify complex financial matters and provide the best solution for all clients based upon their individual goals and objectives. She feels passionately about building long-term, trusting relationships with her clients, empowering them with the knowledge and guidance needed to make effective financial decisions.
Rowan is a Financial Adviser at The Private Office, working from our London office supporting clients across the UK, including London, Leeds and Manchester. As a Chartered Financial Planner, he assists clients with their financial needs by investing time in listening and understanding each client's circumstances, concerns and goals. He helps people to create structures that enable them to have a better relationship with money and build a framework to give them peace of mind. He believes that financial planning is working with clients to create robust financial plans that enables them to achieve their financial goals.