The Private Office (TPO)
Alistair Callander has a diverse work experience spanning over several companies and roles. Alistair started their career as an Audit Manager at Deloitte UK in 1997 and worked there until 2001. Following that, they worked as a Risk Manager at Enron Europe Ltd from 2001 to 2002. Then, they joined Credit Suisse as an Assistant Vice President from 2002 to 2005. In 2007, they became a Financial Adviser at AWD Chase de Vere, where they worked until 2009. Since 2009, they have been associated with The Private Office (TPO), starting as a Partner until 2013, when they became the Chief Executive Officer until 2020. Currently, they hold the position of Chief Financial Officer at TPO.
Alistair Callander completed their undergraduate education at the University of Exeter, earning a 1st Class degree in Economics from 1994 to 1997. Additionally, they obtained a certification as an Accountant from ICAEW in September 2001. Although it is mentioned that they have Chartered Financial Planner Status, there is no information provided regarding the institution or the month and year of obtaining this certification.
The Private Office (TPO)
The Private Office is one of the UK’s Top 25 Financial Planning Companies acting for more than 2400 individuals, families, businesses and trusts to provide wealth management, financial planning solutions and independent financial advice. We offer tailored planning across a breadth of sectors and services, including: • Personal Financial Planning • Structural Financial Planning • Long-term Care Planning • Expert / Professional Witness Cases • Clinical Negligence / Catastrophic Personal Injury Planning • Corporate Financial Planning • Employee Benefits / Automatic Enrolment • UK & Specialist Pension Planning • Investment Portfolio Management • Alternative and Esoteric Investments • Tax, Estate and Inheritance Tax (IHT) Planning • Charity Investment Management • Legacy and Succession Planning • Entrepreneurial Planning • Media, Music and Entertainment Our team of independent financial advisers specialise in helping clients create, sustain, protect and grow wealth. In October 2016 The Private Office acquired PQR Financial Planning strengthening its London presence. We are also in the process of establishing a permanent presence in Bath. The Private Office is, and always has been, fully independent. This means that we operate without restriction and without bias or affiliation to any product or provider on the market. For further information about the firm please visit our website www.theprivateoffice.com or contact us on 0333 323 9060. Connect with us: Website: www.theprivateoffice.com Please note: The Financial Conduct Authority does not regulate Tax Advice or Estate Planning. The value of investments can fall as well as rise. You may not get back what you invest.