The Private Office (TPO)
Sean Hodson is an experienced financial professional currently serving as a Paraplanner Support Associate at The Private Office since April 2022. Previously, Sean held the position of IFA Administrator at AFH Wealth Management from June 2021 to March 2022, and worked as an Investor Relations Officer at Westpac New Zealand from November 2018 to February 2021, where responsibilities included managing private portfolio investment funds and supporting advisors. Prior experience includes a role in Finance and Payroll at NHS Digital, focusing on payroll and financial forecasting, and a position as a Customer Service Consultant at Nationwide Building Society, providing everyday banking support. Sean holds a Bachelor of Arts in History from Teesside University, earned between 2006 and 2009.
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.