The Private Office Avis 

I must say that my partner and I were so pleased to have found The Private Office and Donna Buffham, with Donna's help we were able to buy a house using an Equity release purchase Mortgage as part of the funding. As an older semi retired couple we would have struggled to buy our house without The Private Office and Donna Buffham. 5 Stars all the way.
Gary & Anne

I have had the privilege of working with Robert Morse and Ellie Jarvis for several years, both personally and through our family investment company. They consistently provide an exceptional level of service, balancing professional expertise with a genuine sense of care and reassurance.

Following a capital event, Robert and Ellie have been steadfast in their support, helping me navigate the transition to a new reality with clarity, patience and empathy. At every stage they have taken the time to explain complex issues in a way that feels approachable, while ensuring that I feel both comfortable and confident in the long-term plan we are building together.

What sets them apart is the combination of technical skill and personal commitment. They do not just manage investments, they create real peace of mind. I could not recommend them more highly to anyone seeking trusted, long-term financial partners.

I have been advised by Donna Buffham at TPO for many years and most recently on my retirement. She is always well informed and prepared for our meetings and explains all aspects clearly and concisely. Most importantly I trust her to handle and advise on my financial affairs.

I have dealt with TPO for about 10 years. I recently met with Jonathan & Jack and went over a review of my portfolio. In the light of the IHT changes they advised me about my various options. They were thorough in their review and helped me decide the best course to take for now. We will review again prior to April.

Just entering retirement phase of life and with some additional pension investments to progress, sought out TPO as recommended for initial reviews. Meeting online with Jason Wood was to a high standard of preparation and understanding of my situation, with both outline information and suggestions discussed. Some considerations I had not outlined were also provided. In all this was a very positive and helpful session, and I would like to highlight and compliment Jason's supportive style and open/straightforward considerations throughout, a very positive experience, including over-running our timeslot! Thanks.

Matthew Cole has been my trusted financial adviser at TPO for six years, giving me excellent advice during my retirement, looking after my financial position and performance of my funds throughout the year, and always keeping an eye on the future. He has a natural empathy as well as an astute and impressive financial brain and has always acted in my best possible interest.

I approached TPO about 4 years ago to give independent financial advice on my pension plans as I approached retirement. They assigned Steffan Alemanno to us and he provided clear financial advice with options for and against each different option. I really liked the independent nature of both TPO and the advice Steffan gave. I was able to pay a fixed fee with no pressure to choose any particular option or choose within a specific timeframe.

I am very happy with my decision to become a client as Steffan has become a trusted advisor and friend. Over the years he and his team have continued to provide lots of essential professional advice and support and have been pleased to see my pension investments grow.

I would recommend both TPO and Steffan Alemanno to anybody in need of trusted independent financial advice.

I approached TPO a year ago as I approached retirement, wanting independent advice on my pensions. They linked me up with Steffan Alemanno, who produced a detailed financial plan for me to consider. I was attracted by the fact that this work was conducted for an agreed, one-off payment without any longer-term commitment. Steffan was great at listening, understanding our wishes and explaining all the options before we agreed the best way forward. He quickly gained our confidence and we were so pleased with the service that we have now signed Steffan and TPO up to manage our wealth on an ongoing basis. We are now one year in and everything is going to plan.

I have been with TPO (previously PQR) since I semi-retired in 2015. I have had 3 excellent advisors during this period. My current advisor is Steffan Alemanno. From him specifically I appreciate his proactivity in contacting me when he feels there are things I need to know (for example the outlook for my investments following recent world activities) but also his responsiveness when I have questions. His advice is always clear and presented in a way that is easy to understand for a lay person like myself. I have always been confident that I am getting good quality advice and guidance not just from Steffan but from TPO in general.

I have been with TPO a couple of years now and I can speak highly enough of My experiences with them, from initial discussions to ongoing support, my advisor, Dan Alder, and the supporting team have really listened to what I wanted to achieve and presented detailed plans accordingly. Since onboarding the regular updates have been really helpful but the biggest factor for me is the ongoing advisor contact (with Dan primarily) to keep my interests under review and adjusted as necessary. Prior to looking for an IFA I had not even heard of TPO but Unbiased provided a suitable firm to approach (TPO) and I have not been disappointed! Overall really impressed. Long may it continue!

Over the last 18 mths Dean McSloy from TPO has guided me through the complications of sorting out several pension policies as I started my retirement. He has provided excellent advice and my wife and I are delighted at the outcome.

We recently used TPO (the Private Office) to review our current Financial Position and Financial Plans and to produce Cash Flow Analysis.

Right from our initial meeting we found Kirsty Stone and Jack Barratt very easy to work with. They have excellent knowledge, fantastic client skills, are very professional and very proactive.

The data collection phase was made very easy via TPO’s online tools, and the Modelling and Cash Flow Analysis Tool is excellent. It enabled us to review, consider and discuss multiple “What If” scenarios with Kirsty and Jack, and then consider the various options, and determine the best way forward.

TPO (Kirsty Stone and Jack Barratt) were excellent, and: carried out a high quality holistic and comprehensive review of our financial position; provided outstanding detailed cash flow analysis and multiple "what if" scenarios; and delivered great client service throughout the whole process.

It was an absolute pleasure working with Kirsty and Jack.

Thank you.

Jason Wood and the support team at The Private Office have provided me with superb pension and investment advice for the last few years. The investment performance and financial planning continues to be excellent. Highly recommended.

Alex Shield and TPO have managed my pension for over 10 years now and both his advice and their management of my funds has always been excellent, so that I have complete confidence that everything is being handled with complete care for my best interests both in the short and long term. I can therefore give them my highest recommendation.

Alex Shield has looked after my pension arrangements for >10 years. He’s been brilliant and I cannot recommend him highly enough. TPO has been a great choice for us and we feel confident in them managing our portfolios.

Abigail was friendly, knowledgeable and extremely helpful in understanding our situation and explaining options risks and benefits so that we felt comfortable and well informed before making any decisions

I have been advised by David Dodgson of TPO for many years. I have always received timely and helpful advice which has enabled me to plan and manage my finances for both my short and long term needs very effectively. He also schedules regular review meetings to ensure any changes to my circumstances are taken fully into account. I would happily recommend David and TPO.

I have worked with Susan Tait of TPO over the last 6 years in relation to mutual clients. Susan is a pleasure to work with. Her advice is clear and we are offered regular reviews and updates. Susan and her team are quick and efficient in responding to any queries and I feel fully supported.

Had initial discussion and agreed a way forward. Then didn't hear a thing..

I run two businesses, and over the Lockdown period I experienced significant and quite damaging impacts to mine and my businesses financial situation. David Dodgson who has advised me for many years, including through a prior successful business sale, was a great support and provider of excellent advice. He continues to help through the recovery and provides excellent planning advice and financial guidance. His insights and knowledge are invaluable.