Why choose us

The Private Office is one of the UK’s Top Financial Planning Companies and one of the best investment advice firms on the market. We’ve received several wealth management, tax, and financial adviser awards, certifications, and recognitions from publications and organisations acknowledging our financial expertise, service excellence, fair value, and trust.

One of our proudest achievements was being named the 'Chartered Financial Planning Firm of the Year' by our industry body the Personal Finance Society (PFS) in the PFS Personal Finance Awards 2022/23, and then also being named as a finalist again for the 2023/24 awards.

We’re committed to our team’s continued professional development and education. All of our team members are encouraged to achieve industry memberships, certifications, and fellowships.

Accreditation

• A Chartered firm with the Chartered Insurance Institute (CII)
• Pension Transfer Gold Standard firm
• Society of Trust & Estate Practitioners (STEP) accredited Trust & Estate Practitioners
• STEP Employer Partner accredited
• Individual STEP memberships held by several team members
• Several advisers, technical support team members are CII Fellows
• CII Diploma-qualified paraplanners

2024
 

	Finalist - Adviser Firm of the Year (North East), Best Client Engagement (Adviser), Best Adviser Firm for Vulnerable Client Care, Champion of Advice Award - Anna Bowes and Young Achiever Award - Sarah Nesbitt.
	Citywire New Model Adviser Top 100 UK Financial Advice Firm 2024.
	Kirsty O’Sullivan winner 'Team Leader of the Year' Women in Financial Advice Awards 2024.
	Ranked in the FT Adviser's Top 100 Financial Advisers 2024 list.
	Finalist - Contribution to Gender Diversity Advisory: The Private Office, Outstanding Support Initiative: The Private Office, Financial Adviser of the Year (London): April Leeson and Kirsty Stone,  Financial Adviser of the Year (North East): Christie Tillett and Sarah Beall,  Financial Adviser of the Year (South East): Merve Oral, Most Inspiring Returner: Katie Jackson, Rising Star (Advice): Nadia Fewless-Jones, Team Leader of the Year (Small Firms): Kirsty O'Sullivan, Woman of the Year In-house Adviser Support: Sarah Aitken and Jane Reade, Woman of the Year Paraplanning: Jade Bedford, Woman of the Year Retirement Planning: Donna Buffham.
	Kirsty Stone winner 'Wealth Professional' Magic Circle Awards 2024.
	Kirsty Stone and Paul Sanders ranked in the 2024 PAM NextGen Leaders list.
	VouchedFor Top Rated Firm for the FIFTH consecutive year
	Shortlisted ‘Adviser Firm – The North’ in Citywire 2024 NMA Regional Awards
	Winner ‘Outstanding Contribution to the Advice Industry’ Stuart Phillips, Winner ‘Newcomer of the Year’ Estella Peto, Shortlisted ‘Adviser Firm of the Year (London)’,  ‘Administrator of the Year’ Giulia Walker, ‘Best Diversity and Inclusion Initiative’, and ‘Young Achiever of the Year’ Christie Tillett and Nadia Fewlass-Jones.

2023

	Abigail Banks, Alex Kyprianou, Daniel Blandford, Matthew Cole and Kirsty Stone ranked in the Citywire NMA Top 35 Next Generation Advisers for 2023.
	Finalist Citywealth Magic Circle Awards 2024: Financial Planning Firm of the Year and Wealth Professional Kirsty Stone.
	Toni Meadows named in ‘Citywire Wealth Manager’s Top 100 2023’.
	Citywire New Model Adviser Top 100 UK Financial Advice Firm 2023.
	Professional Adviser Women in Financial Advice Awards 2023 – Hannah Marsh highly commended ‘Team Leader of the Year (Small/medium firms)’, Zoe Warner highly commended ‘Most Inspiring Returner’ and Nadia Fewlass-Jones highly commended ‘Rising Star – Non Advice’ Women in Financial Advice Awards 2023.
	Top 50 best companies to work for in London – no. 49
	Top 50 best companies to work for in Yorkshire and Humber – no.48
	Top 25 best companies to work for in the financial sector – no.25
	Ranked 12th in the Top 20 UK Advice Firms in the FT Adviser's Top 100 Financial Advisers 2023 list.
	Finalist 'Chartered Financial Planning Firm of the Year 2023/24’ PFS Personal Finance Awards 2023/4.
	Abigail Banks shortlisted for ‘Woman of the Year – ESG Advice’. April Leeson shortlisted for ‘Financial Adviser of the Year – London’. Donna Buffham shortlisted for ‘Woman of the Year – Retirement Planning’. Grace Whalley and Nadia Fewlass-Jones shortlisted for ‘Rising Star’. Hannah Marsh shortlisted for ‘Team Leader of the Year (small to medium firms)’. Kay Park shortlisted for ‘Woman of the Year – Fintech’. Kerrie Thorley shortlisted for ‘Woman of the Year – Platforms’. Rima Shah shortlisted for ‘Team Leader of the Year (small to medium firms)'. Zoe Warner shortlisted for ‘Most Inspiring Returner’ and ‘Role Model of the Year (small to medium firms)'.
	Finalist 'Financial Advisor Team of the Year' STEP Private Client Awards 2023/4.
	Daniel Douglas-Wright and Daniel Blandford ranked in the 2023 PAM NextGen Leaders list.
	Bronze award winner for Financial Planning Firm of the Year - Large at the Magic Circle Awards 2023.
	VouchedFor 'Top Rated Firm 2023'.
	Shortlisted in the Professional Adviser 2023 Awards in three categories. Young Achiever – Matt Cole, April Leeson and Sarah Nesbitt.  Best Client Engagement (Advisers) – The Private Office and Outstanding Contribution to the Advice Industry – Stuart Phillips.
	Named one of the Top Firms in the 'New Model Adviser Awards 2023 shortlist: The North'.

2022

	Winners of the Game-changing Contribution Award 2022 at the Moneyinfo Awards For Technology Adoption.
	Daniel Blandford and Matthew Cole nominated for the Citywire NMA Top 35 Next Generation Advisers for 2022.
	One of Best Companies to Work For 2022.
	Named by 'Best Companies' as one of the UK's Top 50 Best Companies to work for in London 2022.
	Named by 'Best Companies' as one of the UK's Top 25 Best Companies to work for in Yorkshire & Humber 2022.
	Named by 'Best Companies' as one of the UK's Top 10 Best Companies to work for in Financial Services 2022.
	Named by 'Best Companies' as one of the UK's Top 50 Best Large Companies to Work For 2022.
	The Private Office winners of the 'Chartered Financial Planning Firm of the Year', Personal Finance Society Awards 2022/23
	Citywire NMA Top 100 Firm 2022
	Named in the FT Adviser's Top 100 Financial Advisers 2022 list.
	Shortlisted ‘Professional Services - Finance provider’ at The 2022 Yorkshire Business Masters.
	Kay Park highly commended ‘Woman of the Year FinTech’, Women in Financial Advice Awards 2022
	VouchedFor 'Top Rated Firm 2022'
	Anna Bowes shortlisted for Expert of the Year of the HeadlineMoney.co.uk Awards 2022
	The Private Office winners of ‘Wealth Planning Firm (independent)’, eprivateclient Excellence Awards 2022
	Paul Sanders named one of the 2022 PAM Top 40 Under 40.
	Christie Tillett and Emily Brear shortlisted for ‘Rising Star’. Katie Jackson shortlisted for ‘Role Model of the Year (small to medium firms)’.  Abigail Banks shortlisted for ‘Woman of the Year – ESG Advice’. Kay Park shortlisted for ‘Woman of the Year – Fintech.’ Emma Swallow and Rachel Walker shortlisted for ‘Woman of the Year – Paraplanning.’ Donna Buffham shortlisted for ‘Woman of the Year – Retirement Planning.’

2021

	Named as one of the thewealthnet's Top Financial Planning Companies in 2021, for the 12th consecutive year.
	Shortlisted for the Financial Adviser Team of the Year award at the Yorkshire Financial Advice Awards 2022.
	Christie Tillett, Financial Planning Executive, shortlisted for the Rising Star award at the Yorkshire Financial Advice Awards 2022.
	Shortlisted for the Best Employer award at the Yorkshire Financial Advice Awards 2022.
	Daniel Blandford and Matthew Cole named in New Model Adviser, 'The Top 35 Next Generation Advisers 2021.
​	Named as the editor's choice in the FT Adviser's Top 100 Financial Advisers 2021 list.
​	Dean McSloy winner of ‘COVID-19 Response Award’, Unbiased Trusted Professional Awards 2021.
​	Named in the 2021 New Model Adviser Top 100 list.
​	Kirsty Stone was a finalist in the ‘Role Model of the Year (Small – med firm)’ and ‘Financial Adviser of the Year London’  categories;  Katie Jackson was listed as a finalist for ‘Woman of the Year Paraplanning’; Emma Steele was a finalist for ‘Woman of the Year - Platforms’; and Donna Buffham was named as a finalist ‘Woman of the Year Retirement Planning’  at the Women In Financial Advice Awards 2021.
	Sasha Mitchell shortlisted for Paraplanner of the Year, Personal Finance Society Awards 2021/2022.
	Finalist ‘Financial Advisor Team of the Year’ STEP Private Client Awards 2021.
	Winner of ‘Wealth Planning Firm (independent)’, eprivateclient Excellence Awards 2021.
​	Named by 'Best Companies' as one of the UK's Top 100 Best Mid-Sized Companies to Work For 2021.
​	Named by 'Best Companies' as one of the UK's Top 30 Best Companies in Financial Services 2021.
​	Named by 'Best Companies' as one of the UK's Top 75 Best Companies in Yorkshire and Humberside 2021.
	VouchedFor 'Top Rated Firm 2021'.
	Dean McSloy named one of the 2021 PAM Top 40 Under 40.
​	Finalist 'Financial Adviser Team of the Year' Yorkshire Financial Awards 2021.
	Named in the 'New Model Adviser Awards 2021 shortlist: The North'.

2020

2019

	One of Yorkshire & Humber 2019 Best Companies to Work For.
	Received New Model Adviser top 100 Financial Planning firm Award.
	Jonathan Ritterband was named in PAM Insights’ 40 under 40.
	Mark Hall was highly commended in the Paraplanner of the Year category by Personal Finance Society Awards.
​	Received FTAdviser’s top 100 Financial Advisers Award.
	Claudia Clay named as a finalist in the Women in Financial Advice Awards.
	Named one of thewealthnet’s Top Financial Planning Companies List 2019.

2018

	Named one of thewealthnet’s Top Financial Planning Companies 2018.
	Received The Financial Times’ Top 100 Financial Advisers Award.
	Named 'Best Financial Advisers to Work for' by Professional Adviser.
	Winners of the Independent Financial Advice award at the Investment Week Gold Standard Awards 2018

2017

2016

2015

2014

2013

2012

2011

2010

2009