The Private Office (TPO)
Jake Steward began their career as an Apprentice Associate at International Financial Data Services in September 2016. They transitioned to Transact as a Client Services Manager and later became a Client Approval Specialist on secondment. Moving on to Blevins Franks, Jake worked as a Client Services Officer before joining The Private Office as a Senior Client Delivery Associate. With a focus on financial services, Jake pursued various certifications from institutions like the Chartered Insurance Institute and The Chartered Institute for Securities & Investment. Their educational background includes completion of the Investment Operations Certificate and UK Financial Regulations program. Prior to their professional journey, Jake attended The King John School and later The King John Sixth Form.
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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.