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Independent financial advisers in Peterborough
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 Peterborough 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.
Peterborough
- Ketton
- Barnack
- Uppingham
- Oakham
- Market Harborough
- Stamford
- Kettering
- Northampton
- Longthrope
- Castor
Alex is a Chartered Financial Planner and Partner at The Private Office, based in our London office and has clients in areas including Bournemouth, Brighton, Croydon and Guildford. As an experienced Financial Adviser, he looks to build up a detailed understanding of his clients’ situations which enables him to provide bespoke advice tailored to their circumstances. He believes cashflow modelling can help bring this advice to life, and that it’s crucial to communicate in a clear and straightforward manner to put his clients’ minds at ease.
Ashley is a Financial Adviser at The Private Office, working mainly from our London office but with clients across the south including Peterborough, High Wycombe and Basingstoke. As an experienced financial planner, he always aims to take a step back and fully explore his client’s wants and needs before investigating how their finances can facilitate this. He can then help clients manage their financial plan and their finances so they can focus on enjoying their desired lifestyle.
Rohan is an Associate Financial Adviser at The Private Office in London and has clients in areas such as Aylesbury, Winchester and Southampton. As a qualified adviser, he educates and supports his clients to provide complete clarity over their finances. Rohan knows that an essential stage of formulating an effective strategy is understanding his clients motivations and objectives so that they can make decisions with confidence.