The Private Office is a first-class team of financial experts united by one vision to provide a personal, independent and bespoke wealth management service. You have one trusted adviser to help with everything from major investment decisions to looking after your financial mail.
Victor Bolanle-Owolabi — Prompt response to every enquiry, and with accurate help; very good as I recommend.
I can offer advice in all areas of financial planning. Mortgages, pensions, investments, savings, life insurance, critical illness cover and long term care finance. Call today for a free financial review, first meeting is always free.
Angela Singh — We have known of Wendy for the last few years now. Wendy has always been straight to the point with lots of options but the
With experienced and friendly advisers and the backing of a large national organisation feel free to contact us for an appointment or discussion. We offer a free no obligation consultation to see if we want to work together going forward.
We help clients in Otley and surrounding areas to achieve and maintain their desired lifestyle. Our aim is to deliver financial peace of mind, at every stage of life. We've been recognised as meeting the Chartered Insurance Institute (CII) criteria to receive the Pension Transfer Gold Standard. That means we adhere to a stringent set of principles when it comes to pension transfer advice.
Ruth Kilby — Popped in to ask some basic questions, helping with budgeting and first time buying and they were really friendly and happy
Providing friendly mortgage and insurance advice from the whole market. We also have established contacts with local specialist Independent Financial Advisers who can advise on more specialist areas such as Investments and Pensions.
Chloe Chandler — I have used Mortgage Solutions for the past couple of years their service is second to none. Stuart, Gemma & Emma all dealt
Controlling your finances is becoming more complex as time goes on, so the role of the financial adviser is becoming increasingly important. During the past decades my reputation with customers has grown through mutual trust and respect. They realise the importance of needing to provide more for themselves and their families, for the future, in an affordable manner, so that they can still enjoy themselves
Lola Sigeda — AVOID AVOID AVOID He caused unnecessary delays then blamed everyone else for this. Unsympathetic. Constantly have to chase
To help you feel secure, in control and in the know, we have an expert and friendly team who you can trust to make things as straightforward for you as possible. We provide financial advice to private clients, small to medium sized businesses and to employees of some of the UK's largest organisations.
Steve Helpmechef — Totally inadequate pension advice No help whatsoever, wasted about 5 hours of my time filling in online forms and talking
Flowers McEwan is a financial planning practice based in Leeds with clients right across the UK. We have many years of experience in wealth management and particular expertise in the area of ethical investment. We are here to provide you with objective counsel on how to achieve your financial goals, coaching on how to handle your money and comprehensive, independent financial advice.