Citywire NMA Top 100 firm for 8th year

The Private Office has been named among Citywire New Model Adviser’s Top 100 firms for the eighth consecutive year, featuring in the newly created £1bn+ assets under advice category.

About the Top 100

The annual Citywire New Model Adviser Top 100 list showcases leading firms in the UK’s professional financial planning community. It celebrates exceptional standards in advice, innovation, professional development and client service.

A shared achievement

Our continued recognition reflects the dedication, expertise and hard work of everyone at The Private Office, alongside the trust our clients place in us. Their long-standing support makes achievements like this possible.

Stuart Phillips, CEO commented:

“We are building a business that directly addresses our industry’s demographic and diversity challenges. Through our established Adviser and Paraplanner Academy structure, we develop our own talent. Our advisers have an average age of just 36, compared with the industry average of 57, and 36% are women—double the sector average.

The strategic minority investment from Goldman Sachs Alternatives in April 2026 is a strong endorsement of our business and our ambitions. It backs our ability to scale technology and client care without compromising our independence, integrity or client-first ethos.”

Congratulations to the whole team, and heartfelt thanks to our clients for their continued trust.

Here’s to another year of setting the standard in financial planning.

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