The Individual Office

Private CFO support for the individual, not the family

What I do

I act as a private CFO to the individual.I help clients understand their finances to allow them to make informed decisions when faced with complex challenges or facing a significant personal transition, including divorce.

How this differs from a family office

Family offices are designed to serve the collective interests of a family group. When interests diverge, they cannot act independently for one person.The Individual Office exists to provide:

  • Financial judgement focussed on one individual

  • Independence from family offices, trustees, banks and institutions

  • Clarity where power, information, or resources are not evenly balanced

How I support clients

Support typically includes:

  • Clarifying what assets exist, what they are worth, and who controls them

  • Reviewing disclosure and settlement proposals to see what they really mean

  • Explaining trust and company structures in practical terms

  • Preparing for key meetings

  • Supporting complex decision making

Who I work with

Most of my work comes through referrals, but individuals are welcome to contact me directly and in confidence.I support people in high value and financially complex situations who need clarity.

How I work

I work 1-2-1 with individuals, in person or by video call. Where possible, I prefer to meet in person, as this often allows for deeper support and clearer decision making.I work discreetly, independently, and conflict free.

Background and experience

I am a qualified accountant and Chartered Tax Adviser, with extensive experience working with ultra high net worth individuals and families.I regularly work in sensitive, high-stakes situations.

Initial consultation

I offer an initial paid consultation to provide focused, independent financial insight and to assess whether further support would be helpful.Consultations are offered on a fixed fee basis. Ongoing support, where appropriate, is usually provided on a retainer basis.Initial conversations are confidential and without obligation.

Important note

The Individual Office does not provide legal advice or regulated investment advice.

Contact me

[email protected]London, UK