The Private Office Recensioni 

Donna Buffham is our financial adviser who we have been working with for many years . We very much trust her advice and have always found her to be one hundred percent professional. The reason we continue to work with TPO is because of our trusted relationship with Donna.

Donna is our trusted advisor, having looked after our family's complex financial affairs for many years, with knowledge, wisdom, resilience (she's certainly needed it on occasion), good humour and care, as she has helped us navigate our way through challenging times. Hugely appreciated and highly recommended - thank you Donna!

Recently, when we sought advice regarding possible equity release, Donna Buffham and the team at TPO gave us an excellent service.
Donna was very personable, engaging and supportive and showed she had a very good knowledge of the current equity release market. In her written comprehensive report she provided detailed but clear information and ultimately, a recommendation. The whole process was smoothly efficient and she ensured we were able to obtain the best prevailing interest rate.
We thank and highly recommend Donna for her professionalism and expertise.

True professionals in every sense of the word from start to finish. Knowledge, diligence, pro activity, direction and a real genuine sense of comfort has been provided since day 1 in that I’m doing the right thing, advice and conversations are genuine and open, clear and easy to follow and TPO are genuinely invested my success and long term outlook. So good has it been that I’ve recommend TPO to other family members who have also signed up as clients. Sam Curtis especially has been a real star. Thank you, and long may the relationship continue.

David Dodgson and the team at TPO helped me to consolidate my pension last year and get it into a good shape. I have been delighted by the personalised service and deep understanding shown at all times. Watching the almost daily investment process is impressive. I feel my pension is in safe hands.

I have worked with David Dodgson for 4 years now and have found him to be a thoroughly dependable and highly expert adviser. He has advised me on serveral different facets of my pension arrangements, including some very complax issues around pensin crystallisation, valuation for divorce and annuities. One of David's standout features is his great empathy which, allied to his patience and approachability, means he can simpliy and guide his clients in exactly the way one would hope for (but seldom encounters). I would wholeheartedly recommend him.

Daniel Lea from TPO has expertly navigated my investments over the last 2 years into a new structure that I’m very happy with. He’s always prompt to provide advice and I’m looking forward to working with him in the future.

I recently had my annual pension and investment review with Emily Brear at TPO, and I cannot speak highly enough of the experience. Emily demonstrated a thorough understanding of my financial position and provided clear, considered advice that left me feeling genuinely confident about my pension planning. Her professionalism and attention to detail were exemplary, and it was deeply reassuring to know that my long-term financial health is in such capable hands. I would wholeheartedly recommend Emily to anyone seeking knowledgeable and trustworthy financial guidance.

I engaged with Donna at TPO to review options for funding my wife's care. Donna was very personable and took me through a range of opportunuties, as well as offering more generic advice on funding sources.

Throughout the process Donna was patient and helpful, with nothing being too much trouble (eg me asking time and time again 'what about if we did this?'.

TPO looked after the process and guided me through it, reaching a satisfactory outcome which has led to a steady income stream to support the funding of care. Always helpful, and always time for a wider ranging discussion.

We have been clients of The Private Office for the past 5 years and have been looked after throughout by Paul Sanders and Emily Brear. We are in regular contact and have regular reviews ensuring that any changes in our situation are accomodated accordingly. Both Paul and Emily are professional and friendly and a pleasure to deal with.

Myself and my wife had our regular review meeting on our pension, ISA and IHT management, with Alex Shields and Rohan Sandhu. They were both outstanding, excellent presenters and answered all our questions with clear explanations.
The support is efficient, smooth flowing and outstanding.
We have introduced our family members to them.

Following the first introduction the adviser got to grips with our needs which were not straightforward. Afte4r some considerable research they were able to find a couple of lenders for Home Equity that would accept out particular property set up (a holiday let co located with the main property).

Once an offer was produced I was kept fully informed of progress and any procedural questions I raised were dealt with promptly and efficiently by the back office.

I have been impressed by the friendliness of the whole operation.

We found the helpful guidance and good process management of TPO to be exceptionally good and have no hesitation in recommending them. Donna Buffham is very knowledgeable and supportive, she provided an impeccable service.

Initially I sought pension advice from Steffan Alemanno and Jacob Jerome in July 2021 as I approached retirement, this proved to be extremely informative and I found the advice to be extremely professional and helpful. In 2024 my wife also transferred her saving investments to Steffan and Jacob at TPO. They have reviewed our situation very thoroughly and diligently & we are very pleased with the outcomes to date , it has given us peace of mind. We have regular meetings, with forecasting and suggestions, both are very easy to speak to and are very knowledgeable.

I have been a client of TPO for 3 years and been advised by Steffan Alemanno throughout that time. He has been extremely helpful with all my financial planning and pension advice. After every meeting we have he sends me a thorough review of my position with regard to planning my future. Steffan is very knowledgeable and has been a great help to me . He is always available for a conversation if I have any queries and I would highly recommend him to anyone seeking independent financial advice.

A very informative couple of sessions with David and Grace. I received good solid advice that underpinned some initial planning I had done. They where able to validate some of my thinking and also give me a number of alternative scenarios. Provided very detailed prese tation and followed up with a detailed written report on each scenarios and recommendations.

Dean has been my financial advisor for approximately 8 yrs, following a recommendation from a personal friend of mine. I have found him to be approachable, helpful, friendly and that no challenge or problem is beyond him; I’ve found that his knowledge and expertise from day one has been invaluable in managing my superannuation and retirement goals. I would also add that I like Dean’s tailored advice with regard to my retirement aspirations, always being mindful that I was not looking to invest in any sort of high risk investment strategy.
Dean is very much a client-centric and well-regarded amongst his peers- nothings ever too much trouble for him- he always goes “above and beyond” when required and there have been a couple of incidents where Dean’s suggested planning and/or intervention has ensured that I have not been subject to higher taxation because I wanted to pursue a particular investment strategy.

Donna was amazing. She has given me so much free advice after solicitor wrongly advised me to take out a trust on my property. I cannot thank her enough.

We recently had an introductory virtual appointment with Susan Tait, who took the time to review a highly complex set of financial circumstances for an older family member. After carefully considering all the details, she advised what was in our best interest and did so with complete openness, clarity, and without financial gain for the company.

What really stood out was the way she handled the situation, with sensitivity, professionalism, and genuine care. It was reassuring to have someone so knowledgeable confirm that we were already in the right place, without any pressure to take unnecessary steps.

I would not hesitate to recommend Susan to anyone looking for advice on later-life finances, trusts, or retirement planning for older relatives. She offers exactly the kind of guidance you hope for: honest, expert, and compassionate during a time of considerable difficulty.

Clare is super efficient and responds very quickly to any queries