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Independent financial advisers in Worcester
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 Worcester 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.
Worcester
- Malvern
- Evesham
- Ledbury
- Stratford-upon-Avon
- Redditch
- Droitwich Spa
- Bransford
- Kempsey
- Wychbold
- Bromsgrove
- Upton upon Severn
Josh is a Financial Adviser at The Private Office located in Bath but also covering areas such as Bristol, Exeter and Worcester. As a certified financial adviser, he offers insights to support his clients and help them to understand how their decisions will have an impact on their finances. He believes that it’s important that financial advice has a positive impact, not only on your wealth, but also on your wellbeing and aspirations for the future.
Dan is a Senior Financial Adviser at The Private Office located in Bath but also covering areas such as Bristol, Swansea and Guildford. As a Chartered Financial Planner, he provides individuals and families with peace of mind and complete clarity over their finances. His clients see him as a partner in all their financial decisions, empowering them to make fully informed and confident decisions about the present, their longer-term futures and helping the next generation.
Abby is a Financial Adviser at The Private Office located in London but also covering areas such as Worcester, Oxford and Northampton. As a Chartered Financial Planner, she offers insight to guide clients with their financial needs. She is able to offer unbiased advice due to TPO’s independent status, which means she can offer advice about any area of the market.