The Private Office

The service I get from The Private Office (management of my pension fund and related investments) is first rate. I always get great advice from my advisor, who goes to great lengths to understand my situation and objectives, and we always have a great discussion over the pros and cons of each strategy and decision. I highly recommend The Private Office.

I had a very constructive and helpful telecon meeting with Roger Clarke from The Private Office. I was particularly impressed with his openness and honesty and it was clear to me that he wasn't trying to sell to me at any cost, regardless of the suitability of the ideas being discussed.

Sam Curtis was a very helpful IFA! He understood and listened carefully to my situation and identified the process needed to be put in place.

Mat was friendly, approachable, knowledgeable and clear, giving me a very valuable initial consultation. There was no hard sell and I was left feeling free to think things over without pressure. I am happy to go on to the next stage of my financial planning with Mat.

Laura at the Private Office was very knowledgeable and informative. She gave me a broad and thorough overview of the services available. Although I won't be proceeding any further at the moment I wouldn't hesitate to return in the future once I decide on deploying any capital for future investment.

I met with George Hicks from The Private Office because I was worried I was making a mistake with my financial planning. But I was also worried that a financial planner would be a salesperson, trying to sell me their products. I couldn't have been more wrong - George listened to my plans and numbers and told me that my plans and understanding of my personal finance were good enough that I was doing all the right things and didn't need a financial planner. He then ran my numbers through their software and talked me through the conclusions (for free) to provide me with some reassurance as I was feeling so worried. The fact that he was so helpful and honest instead of trying to make money from me, means that I have no hesitation in recommending him. Thanks George, I really appreciate your help!

Clare's company worked seamlessly to get me to our initial 'screener' chat and ensure we would be a match in terms of needs from me and services from them. I liked Clare's style, striking the balance between friendly, warm, interested and professional, knowledgeable and trustworthy. We are scheduled to have a further in-depth meeting and I am happy that I followed up on the initial search for a planner/adviser.