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Winner of ‘Wealth Planning Firm (Independent)’ for 2nd consecutive year
The Private Office has been named ‘Wealth Planning Firm (Independent)’ for the second year at the eprivateclient Excellence Awards 2022.
The awards celebrate the outstanding achievements of firms across the UK and offshore legal, tax, fiduciary and advisory professions.
eprivateclient said “The award judges found that the firm continues to grow successfully, with new clients and over 40 new members of staff. The panel continue to be impressed by the firm’s dedication to paying 25 percent of all future capital to Restore Our Planet – an environmental charity. It was also evident that it has worked hard to ensure an almost 50/50 male/female ratio across the firm.”
Stuart Phillips, CEO, commented “We are honoured to have received this award for the second year running and are extremely proud of all our colleagues and clients at The Private Office that make our firm such a success.”
eprivateclient is the leading website and news service for private client practitioners, including lawyers, accountants, trustees and fee-based IFAs.
Find out why we are an award-winning financial planning company by booking a free consultation with an adviser today!
