Julian Frere

Julian is a Partner at The Private Office with over 22 years of experience. Based in the South West and working out of our Bath and London offices, he supports clients across the UK. As a Chartered Financial Planner and Fellow of the Personal Finance Society, he takes pride in advising with integrity and clarity by building strong relationships and empowering clients to make informed and confident decisions. He believes it is important to always work in partnership with his clients to understand what is really important to them. Julian joined TPO in 2016 and prior to this worked as a Financial Planner for thirteen years at an independent advice firm. His skills and experience are well suited to advising clients with complex estates and collaborating with their team of professional advisers. His specialisms include tax efficient structures, intergenerational wealth transfer, investment management and philanthropy. Often acting as financial confidant, he supports entrepreneurs, business owners, high–income earners and families with generational wealth. In particular, he leads the Family Office team which has responsibility for a number of high-profile individuals and families in the business, entertainment, music and sporting worlds. Along with being awarded Chartered status, Julian is an affiliate member of the Society of Trust and Estate Practitioners (STEP). Julian also holds a Masters degree in Economics. As the eldest of six children, he spent his early childhood living on farms in Zimbabwe and Saudi Arabia before moving with his family to Bath. It was during these formative years that he developed a deep curiosity and love for learning about people and cultures,  philosophy and connecting with what really matters in our world. Julian continues to be driven by these interests, which hugely influence his work at TPO. He loves working with and getting to know both colleagues, clients and other professionals from a diverse range of backgrounds and working collaboratively with them to achieve fantastic outcomes.  He loves sport and all things outdoors, and also enjoys live music, reading and adventure. He lives in Bath with his wife, their three children and bonkers dog Bodhi!