Jasmine’s experience includes a range of planning areas, including inheritance tax planning, retirement advice and protection planning for a range of clients across London and the south east. 

Having worked in financial services since 2018, Jasmine had previous experience in investment management before joining TPO in 2021. She has shared valuable knowledge and experience in our 2022 webinar, ‘Planning a comfortable, not taxing retirement?’. As one of the speakers, she answered some of the key questions around pensions and tax allowances in a way that was clear and easy to understand. 

Jasmine holds a Diploma for Financial Advisers and Certificate in Equity Release, and keeps up to date with financial planning legislation as part of her ongoing professional development. She also has a degree in International Relations and Economics from Loughborough University and a Masters in management from University College London.

Clare specialises in cashflow modelling and financial forecasting, which are key skills to further guide her clients’ financial futures. Her experience covers a wide range of financial planning including retirement planning, investment advice and inheritance tax planning. 

With previous experience working as a Paraplanner, Clare has a strong technical knowledge and foundation to the advice she provides. Her expertise is also valued in the press and she has provided comments for the Telegraph, Daily Mail and Financial Planning Today. Her qualifications include an Advanced Diploma in Financial Planning, and she also holds a Masters in Political Economics from King’s College London. 

When Clare is not advising clients, she enjoys travelling and learning about different parts of the world, as well as horse riding and jogging in her free time.

Abby is passionate about providing friendly, sound, and honest advice in a way that’s easy to understand so that her clients can feel empowered to achieve their financial goals. 

Some of Abby’s areas of expertise include retirement planning, income protection, and investment advice and she previously worked as a Senior Portfolio Manager before joining TPO in 2021. She also covers cash-flow modelling as it opens up conversations with clients and helps them to visualise their financial future.

Abby is a certified and FCA regulated financial planner. She holds an advanced diploma in Financial Planning, as well as other qualifications including a certificate in discretionary investment management. 

When she is not advising clients, Abby can be found outdoors travelling and keeping active, as well as enjoying good food.

For Laura, seeing the difference that sound, independent financial advice can make to clients’ lifestyles and futures, is what drives her. Solving problems clients present her with, and working with them as they progress through their financial plans and achieve their aspirations, is very important to her. She provides support to a wide range of clients, including some of our Family Office clients where she helps to manage the financial affairs of wealthy individuals and their families.

Laura started her career in financial services in 2014 after studying Mathematics with French at the University of Manchester. She spent several years in a technical role before moving back home to London and joining TPO in September 2018, where she has worked in both technical and client-facing roles. 

Laura is a Chartered Financial Planner and is notably a Fellow of the Personal Finance Society. She has lent her expertise to publications such as the Daily Mail, Guardian and The Telegraph by providing commentary for articles. 

When she is not advising clients, Laura can be found cycling and playing netball. She is a keen sports fan and participant, playing netball in her local social league.

Daniel’s expertise covers cashflow modelling, investment advice and protection planning for clients across the north of England. He enjoys being part of an experienced team at The Private Office and using the firms collective knowledge to deliver the highest possible standard of advice. He is also involved in our internal adviser training programme, sharing his knowledge and providing support to those in the process of becoming financial advisers. 

Daniel’s qualifications include a Diploma in Regulated Financial Planning and a Certificate in Securities Advice and Dealing. Before joining TPO, Daniel studied Psychology at the University of Leeds. 

When he is not advising clients, Daniel can be found playing cricket on the region's best pitches. He is a keen cricketer and enjoys being outdoors and keeping active.

April’s experience covers pension planning, cash flow modelling and investment advice, including sustainable and impact investing which she is an advocate for. April’s passion lies in empowering individuals to maximize their finances, simplifying complex situations with clear language and looking to demystify financial jargon so that everyone can harness their money more effectively. She also has a focus on empowering women to plan for their desired lifestyle, both in the present day and in future. She aims to give her clients the understanding and knowledge they need to make confident financial decisions and use her financial planning as a tool for fulfilment and success.

April joined The Private Office in 2017 in the Leeds office, growing alongside the company to become an inclusive and independent adviser, now living in Hertfordshire. She has been featured in several national publications including iNews, and she has been the finalist for awards including ‘Financial Adviser of the Year – London’ at the Professional Adviser Women in Financial Advice Awards 2023. As a result of the valuable support she offers her clients, she has been a VouchedFor Top Rated Adviser for the past few consecutive years.

April has a diploma in Regulated Financial Planning and is working towards her Chartered status, which she should achieve this year. April maintains her technical knowledge as part of her professional development and the ever-changing tax and pensions landscape. She also holds a degree in Arabic and Spanish from the University of Leeds.

Outside of her job supporting clients, April leads an action-packed life. She plays hockey for her local club in St Albans, travelling all over the midlands for games, and also enjoys dancing, netball, and learning to play golf and padel. April thrives on participating in charity sporting events and challenges whenever she can. 

When she's not playing sports, you'll find April watching live events, whether on TV or in person. International and professional hockey are her staples, but she loves traveling to catch any sports fixture. She volunteered at the Rio 2016 Olympics and is a regular at Lionesses games and Wimbledon.

Jason’s expertise covers pensions, investment management, pre and post-retirement planning and more, and he has experience working with a diverse client base including families, entrepreneurs, entertainers, and high-net-worth individuals. With previous experience working as a Paraplanner, he has a strong technical knowledge and foundation to the advice that he provides. 

In addition to advising his clients, Jason has presented TPO's inheritance tax webinar, where he explained key considerations with intergenerational wealth planning through various life stages. 

As well as being a Chartered Financial Planner, Jason has certification in Discretionary Investment Management, Securities Advice & Dealing and Life & Pensions. He also holds a degree in Hispanic Studies from the University of Nottingham. 

When he's not helping his clients to build their financial plans, Jason enjoys travelling and playing sports, having fulfilled a lifelong dream of participating in the 2019 London Marathon.

Merve’s experience includes pension advice, inheritance tax planning and income protection for a wide range of clients, whether they are looking at what to do with an inheritance, planning for retirement or looking to maximise their tax allowances. 

Before joining TPO, Merve worked at a local IFA in Norwich, which allowed her to develop comprehensive technical expertise in financial planning. In addition to being a Fellow of the PFS, she has other qualifications including certification in Discretionary Investment Management, Securities Advice & Dealing and Equity Release. 

Originally from Germany, Merve read BSc Business Management and Economics at the Ruhr University Bochum and decided to apply for a postgraduate degree in Quantitative Financial Economics at the University of East Anglia to specialise in Investment Analysis. She always had a keen interest in financial markets and wanted to understand their seemingly complex underlying mechanisms. 

When she is not advising clients, Merve enjoys travelling and getting to know different cultures.

David has expertise in inheritance tax planning and finding effective ways to structure family assets in order to take advantage of the various reliefs available for mitigating liabilities. He advises on all aspects of pension planning and uses cash flow modelling to develop tailored strategies for clients predominantly across the south east. He often helps clients in conjunction with their other advisers and has several clients who are looked after by the Court of Protection, where he supports their deputies or attorneys in managing their affairs. From his experience with this he contributed to an article in FT Adviser about how to advise clients acting as a power of attorney. 

As a result of the valuable support he offers his clients, David has been a VouchedFor top rated adviser for the past few consecutive years. In addition to advising his clients, he has presented multiple webinars, including a pension webinar to the Chartered Institute of Management Accountants, and is also involved in TPO's adviser training programme where he shares his experience with those in the process of becoming financial advisers. 

David has lived in Ealing since 2000. On weekends he coaches and manages his sons under 11s football team and he is working towards his UEFA C licence. Outside of that, he enjoys participating and watching cycling and an annual trip to Belgium with friends.