The Private Office win ‘Wealth Planning Firm (Independent)’ Award

The Private Office scooped the inaugural award at the eprivateclient Excellence Awards 2021.

The new eprivateclient Excellence Awards 2021 focus exclusively on recognising the outstanding achievements of eprivateclient’s top-ranked firms across the UK and offshore legal, tax, fiduciary and advisory professions.

eprivateclient said “The firm’s submission was praised for its strong case studies and attention to detail, whilst the panel was impressed to see the firm operated with a fixed fee structure and commended its plan for 25 percent of ownership and future distribution of profits to Restore Our Planet. The firm has a demonstrable focus on staff and their wellbeing, whilst the development of the firm’s online proposition has enhanced client experience and the quality of service provided.”

Stuart Phillips, CEO, The Private Office commented “We are delighted to win this award and are extremely proud to be recognised alongside so many great firms, congratulations to all the other winners and finalists.   This recognition reflects the continual hard work that all our advisers and staff do to offer our clients the highest quality financial advice.”

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!

Arrange a free consultation