‘Financial Advisor Team of the Year’ Shortlist

The Private Office shortlisted for the second consecutive year!

The Private Office have been shortlisted for the second consecutive year for ‘Financial Advisor Team of the Year’ at the STEP Private Client Awards.

The Private Office are shortlisted for a STEP Award

The STEP Private Client Awards which highlight excellence among private client solicitors/attorneys, accountants, barristers, bankers, trust managers and financial advisors, are widely acknowledged as the most prestigious awards in the industry and are rigorously judged by a worldwide panel of experts.

This year saw 297 entries for the Awards with the expert judging panel shortlisting 66 firms and 12 individuals from across 13 countries including Australia, Canada, Cayman Islands, Guernsey, Hong Kong, Jersey, Mauritius, Portugal, Singapore, Sweden, Switzerland, the UK and the USA.

Winners will be announced for the 2021 Awards at a virtual awards ceremony on 23 September 2021. STEP is the global professional association for practitioners who specialise in family inheritance and succession planning.

Find out why we are an award-winning financial planning company by booking a free consultation with an adviser today!

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