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Independent financial advisers in Nottingham
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 Nottingham 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.
Nottingham
- Ilkeston
- Melton Mowbray
- Newark
- Southwell
- Eastwood
- Cotgrave
- Derby
- Beeston
- West Bridgford
- Mansfield
- Arnold
- Belper
Tony is a Senior Financial Adviser at The Private Office located in Leeds but also covering areas such as Manchester, Birmingham and Sheffield. As an experienced Chartered Financial Planner, he adopts a friendly and proactive approach, clearly articulating the benefits and value of financial planning by keeping it interesting, informative and personalised to the client’s specific requirements.
Daniel is a Senior Financial Adviser for The Private Office located in Leeds, but also covering areas such as Manchester, Nottingham and Kendal. As a certified Chartered Financial Planner, he helps his clients with their financial needs and advises on various aspects of financial, investment, and retirement planning for a range of private clients. He adopts a friendly, straightforward approach towards his work, aiming to empower his clients with informed decision-making to fulfil their ambitions.
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.