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Awards, recognition, & accreditation

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 is being recognised as one of the Top 100 mid-size companies in the UK to work for in 2021 by Best Companies. This award reflects what our colleagues think about working for us and underpins the strength of our unique culture in helping our colleagues achieve their potential. 

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

Logos from some of the institutions we are accredited by

 

2022

 

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'
TPO nominated for awardAnna 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
2022 PAM Top 40 Under 40Paul Sanders named one of the 2022 PAM Top 40 Under 40.
Finalist logo.jpgChristie 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

thewealthnet-2021-smaller.jpgNamed as one of the thewealthnet's Top Financial Planning Companies in 2021, for the 12th consecutive year.
yfa-2022-financial-adviser.jpgShortlisted for the Financial Adviser Team of the Year award at the Yorkshire Financial Advice Awards 2022.
yfa-2022-rising-star.jpgChristie Tillett, Financial Planning Executive, shortlisted for the Rising Star award at the Yorkshire Financial Advice Awards 2022.
yfa-2022-best-employer.jpgShortlisted for the Best Employer award at the Yorkshire Financial Advice Awards 2022.
Citywire Top 35 Next Generation Advisers 2021Daniel Blandford and Matthew Cole named in New Model Adviser, 'The Top 35 Next Generation Advisers 2021.

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Named as the editor's choice in the FT Adviser's Top 100 Financial Advisers 2021 list.

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Dean McSloy winner of ‘COVID-19 Response Award’, Unbiased Trusted Professional Awards 2021.

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Named in the 2021 New Model Adviser Top 100 list.

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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.

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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

Finalist ‘Financial Advisor Team of the Year’ STEP Private Client Awards 2021.

Winner of 'Wealth Planning Firm (independent)’, eprivateclient Excellence 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 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 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

Named by 'Best Companies' as one of the UK's Top 75 Best Companies in Yorkshire and Humberside 2021.

VouchedFor 'Top Rated Firm 2021'

VouchedFor 'Top Rated Firm 2021'.

Dean McSloy 2021 PAM Top 40 Under 40

Dean McSloy named one of the 2021 PAM Top 40 Under 40.

Finalist 'Financial Adviser Team of the Year' Yorkshire Financial Awards 2021

Finalist 'Financial Adviser Team of the Year' Yorkshire Financial Awards 2021.

TPO nominated for award

Named in the 'New Model Adviser Awards 2021 shortlist: The North'.

2020

Finalist ‘Financial Advisor Team of the Year’ STEP Private Client Awards 2020

Finalist ‘Financial Advisor Team of the Year’ STEP Private Client Awards 2020.

Mark Hall shortlisted for Paraplanner of the Year, Personal Finance Society Awards 2020

Mark Hall shortlisted for Paraplanner of the Year, Personal Finance Society Awards 2020.

Kay Park shortlisted in FinTech category, Women in Financial Advice Awards 2020

Kay Park shortlisted in FinTech category, Women in Financial Advice Awards 2020.

Rebecca Bonner named in PAM Insights’ 2020 Top 40 under 40

Rebecca Bonner named in PAM Insights’ 2020 Top 40 under 40.

Nominated for a Magic Circle Award for Financial Advisory Firm of the Year 2020

Nominated for a Magic Circle Award for Financial Advisory Firm of the Year 2020.

Named in the 2020 New Model Adviser Top 100 List

Named in the 2020 New Model Adviser Top 100 List.

Named one of thewealthnet's Top Financial Planning Companies' 2020

Named one of '2020 thewealthnet's Top Financial Planning Companies'.

New Model Adviser, 'The Top 35 Next Generation Advisers 2020'

Daniel Blandford named in New Model Adviser, 'The Top 35 Next Generation Advisers 2020'.

VouchedFor 'Top Rated Firm 2020'

VouchedFor 'Top Rated Firm 2020'.

2019

One of Yorkshire & Humber 2019 Best Companies to Work For

One of Yorkshire & Humber 2019 Best Companies to Work For.

Received New Model Adviser top 100 Financial Planning firm Award

Received New Model Adviser top 100 Financial Planning firm Award.

PAM Insights’ 40 under 40

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

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

Received FTAdviser’s top 100 Financial Advisers Award.
Claudia Clay named as a finalist in the Women in Financial Advice Awards

Claudia Clay named as a finalist in the Women in Financial Advice Awards.

Named one of thewealthnet’s Top Financial Planning Companies List 2019

Named one of thewealthnet’s Top Financial Planning Companies List 2019.

2018

Named one of thewealthnet’s Top Financial Planning Companies List 2018

Named one of thewealthnet’s Top Financial Planning Companies 2018.
The Financial Times’ Top 100 Financial Advisers Award

Received The Financial Times’ Top 100 Financial Advisers Award.

Named 'Best Financial Advisers to Work for' by Professional AdviserNamed 'Best Financial Advisers to Work for' by Professional Adviser.

 Independent Financial Advice award at the Investment Week Gold Standard Awards 2018

 Winners of the Independent Financial Advice award at the Investment Week Gold Standard Awards 2018

2017

Named one of thewealthnet’s Top Financial Planning Companies 2017

Named one of thewealthnet’s Top Financial Planning Companies 2017

2016

Named one of thewealthnet’s (formerly Eprivateclient) Top 25 Financial Planning Companies 2016

Named one of thewealthnet’s (formerly Eprivateclient) Top 25 Financial Planning Companies 2016

2015

Named one of Eprivateclient’s Top 25 IFA Companies 2015

Named one of Eprivateclient’s Top 25 IFA Companies 2015

2014

Named one of Eprivateclient’s Top 25 IFA Companies 2014

Named one of Eprivateclient’s Top 25 IFA Companies 2014

2013

Named one of Eprivateclient’s Top 25 IFA Companies 2013

Named one of Eprivateclient's Top 25 Financial Planning Companies 2013

2012

Named one of Eprivateclient’s Top 25 IFA Companies 2012

Named one of Eprivateclient's Top 25 Financial Planning Companies 2012

2011

Named one of Eprivateclient’s Top 25 IFA Companies 2011

Named one of Eprivateclient's Top 25 Financial Planning Companies 2011

2010

Named one of Eprivateclient’s Top 25 IFA Companies 2010

Named one of Eprivateclient's Top 25 Financial Planning Companies 2010

2009

Founding member Gabriel Crayford was named one of Eprivateclient’s 50 Most Influential Practitioners

Founding member Gabriel Crayford was named one of Eprivateclient’s 50 Most Influential Practitioners