Robert Morse

I advise private clients across a range of planning areas including investment management, retirement planning, personal financial planning and tax efficient structures. I am one of the partners in our family office or Bespoke team dealing with complex and/or intergenerational planning. My work includes advising families, entrepreneurs and business owners on financial and legacy planning matters, such as Lifetime Company Planning and the death of a key stakeholder. I also acts as an Expert Witness in disputed investment cases. I work with fewer than 80 families with advised assets of almost £200+ million. I provide a truly holistic advisory service that is guided by my ability to simplify problems and provide solutions with empathy, persistence, integrity and humour. My approach to financial planning is one that seeks to demystify and explain complex financial problems, strategies and solutions in a financial language that can be understood by all my clients; to allow them to make the best decisions for their future. I have over 30 years’ experience in operating within the Media and Entertainment industry, principally looking after a number of high-profile individuals and their families from the world of music and media. I am a Chartered Financial Planner an Associate of the Chartered Insurance Institute and have specialist qualifications include Advanced Pensions (G60), Investment Planning (G70) and Securities Advice and Dealing (J12). I worked with Chase de Vere Financial Advisers Ltd as a Director for almost 20 years where I established their Leeds office before founding The Private Office with six of partners in 2008. In July 2014, I stepped down as Governor at a local, independent school, where I had, for 13 years, utilised my financial and tax knowledge to add value and help guide the school along their journey. I am also a member of the Country Land and Business Association (CLA) and have a breadth of experience, as well as a keen interest, in agribusiness and the countryside. Outside of industry related topics, I enjoy running (slowly), motor racing, being out with my dogs and/or three adult children, country pursuits and a wide variety of sports – from the stands.