The Private Office Limited achieves STEP Employer Partner Status

The Private Office Limited (TPO) is delighted to have been awarded the STEP Employer Partner accreditation, the first level of the STEP Employer Partnership Programme (EPP).


STEP is the worldwide professional association for practitioners who specialise in family inheritance and succession planning; with over 20,000 members across 95 countries. The STEP EPP helps us to plan and deliver specialist training and professional development to our TPO STEP members and students.

In achieving the STEP Employer Partner status, we have demonstrated how we support our employees in developing their professional knowledge through our Learning & Development Policy, outlining the high level of support given to employees undertaking STEP qualifications.

The announcement comes at an exciting time for us, following on from the recent opening of our new prestigious London Offices as well as being awarded ‘Best Financial Adviser To Work For’ alongside 11 other firms at the Professional Adviser Awards 2018.

Lucie Thornton, People and Development Director at TPO, commented: “We are delighted to be awarded the STEP Employer Partner status. STEP’s commitment to the Training and Development of its members across a multitude of programmes, the high professional standards it holds its members to, and the regard with which its qualifications are held, made the decision to seek to attain Employer Partner status an easy one.

"It adds another string to our bow and will give our employees the opportunity to specialise in areas with regards to family generational planning. To be partnered with STEP is a great honour for us and their benchmark for quality will help us to attract exceptional individuals to TPO and it should give clients the knowledge that we are committed to developing our team in order to provide them with the best possible service.

"We look forward to building this mutually beneficial partnership with STEP in the coming years.”

Gemma Copestick, Senior Manager Employer Partnerships at STEP says, “We congratulate The Private Office Limited (TPO) on gaining Employer Partner accreditation of the STEP Employer Partnership Programme.

"TPO offers a supportive and encouraging approach to learning and professional development and we are pleased to welcome them to the programme”.

For further information please contact Emma Hindle in the TPO press office on 0333 323 9060 or email