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Independent financial advisers in Oxford
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 Oxford 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.
Oxford
- Headington
- Eynsham
- Cumnor
- Yarnton
- Weston-on-the-Green
- Didcot
- Woodstock
- Abingdon
- Wheatley
- Witney
- Worminghall
- Bicester
Matthew is a Partner for The Private Office located in London, but also covering areas such as Buckinghamshire, Oxford and Bath. As an experienced Chartered Financial Planner and a member of our Family Office team, he supports a broad range of clients including entrepreneurs, business owners and city fund managers. He also works with a number of people in the music and entertainment industry, ranging from household names to high-profile music managers, and television personalities. These clients have unique and diverse requirements and Matthew helps these clients find the right financial solutions to give them peace of mind.
Alex is a Partner for The Private Office in London, but also covering areas such as Cambridge, Buckinghamshire, Oxfordshire and Hertfordshire. As a highly-qualified Chartered Financial Planner, he advises his clients on all aspects of financial, investment, and retirement planning. He believes in building client relationships based on trust, integrity and empathy, and has dedicated a large proportion of his client work to working with vulnerable persons who have suffered from personal injury or clinical negligence.
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.