Connect your integrations
Manage everything via one platform. Your team, your clients, your leads, everything – Using just the Dashboard.
Emma Clement
Associate Director Of Central Services 
The Private Office
Profile details
JOB TITLE
Associate Director Of Central Services
COMPANY NAME
The Private Office
LOCATION
Colchester, United Kingdom
EXPERIENCES
The Private Office
Associate Director Of Central Services
Leeds, United Kingdom
April 2022 - Present
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.
Head Of Platform Services
London, United Kingdom
July 2020 - August 2022
Project Manager
London, United Kingdom
January 2020 - July 2020
Integration Lead
London, United Kingdom
October 2019 - January 2020
John Lamb Wealth Management
Operations And Compliance Director
London, United Kingdom
January 2017 - October 2019
John Lamb LLP
Operations And Compliance Director
London, United Kingdom
January 2015 - October 2019
Operations & Compliance Director
London, United Kingdom
January 2015 - October 2019
Business Support Supervisor
London, United Kingdom
September 2013 - December 2014
Show more experiences
Coworkers
| FULL NAMES | JOB DESCRIPTION | COMPANY | LOCATION | PHONE NO. | ||
| Emma Clement | Associate Director Of Central Services | The Private Office | Colchester, United Kingdom | e***@theprivateoffice.com | +44 *** |