placeholder

TPO Top Rated for Fifth Consecutive Year

Photo of John Grimbaldeston
15th March 2024 John Grimbaldeston Chief Marketing Officer

The Private Office has been named a ‘VouchedFor 2024 Top Rated Firm’ based on client feedback for the Fifth year running.  The VouchedFor 2024 Top Rated Financial Adviser Guide’ is distributed and published annually in The Times on Saturday 9th March, Mail on Sunday in June, and in The Telegraph in September, reaching more than a million people.

Thank you to all our clients for all the incredible feedback. It really helps all our advisers and colleagues to continue to provide the best possible service for our clients.

The Top Rated Firm qualification process is rigorous. At its core is a commitment to transparency and great client outcomes, evidenced by consistently inviting all clients to leave feedback and closely monitoring all responses.   Our 2023 feedback reflects a strong response rate and excellent overall rating and has outperformed the VouchedFor Elevation system’s industry benchmarks for client advocacy and risk.

Congratulations also to all 47 financial advisers who qualified as VouchedFor Top Rated Advisers in the guide. 

Christopher Abel; Dan Alder;  Steffan Alemanno;  Abigail Banks;  Sarah Beall; Daniel Blandford;  Emily Brear; Donna Buffham; Mark Chicken; Roger Clarke; Matthew Cole; David Dodgson; Harry Donoghue; Josh Farmer; Julian Frere; David Gruenstein; Alex Hatfield; George Hicks; Abby Ivison; Ellie Jarvis;  Alex Kyprianou; Alexander Law; Daniel Lea; April Leeson; Laura McLean; Dean McSloy; Clare McCarthy; Chris Merry; Rob Morse; Sarah Nesbitt; Merve Oral; Tony Padgett; Christian Perera-Slater; Jonathan Ritterband; Alex Roberts; Paul Sanders; Rohan Sandhu; Daniel Schofield; Alex Shields; Kirsty Stone; Susan Tait; Ashley Thomas-Walsh; Christie Tillett; Edward Tudor; Vittoria Vaccaro; Jason Wood.

To qualify, Top Rated advisers have received a minimum of 10 excellent client reviews (averaging 4.5* or higher) over a 12-month period along with an all-time client rating of 4.5* or higher.

Once again, we would like to thank all of our clients and prospective clients for taking the time to leave their honest feedback helping us to demonstrate our commitment to delivering excellent customer experiences and the value created by good advice, particularly during uncertain times.

If you want to find out why The Private Office is consistently top rated, why not get in touch. 


 

Get in Touch

Latest news and insights

insights
bunting uk flags

Details of the NS&I 'British Savings Bond' released

26th April 2024

Following the announcement at the Spring Budget in March 2024, NS&I has finally announced the details of the new so-called British Savings Bond. And, as expected I’m afraid there’s no need to get out the bunting!

insights
Person thinking

Do you have the wrong ISA?

26th April 2024

Having the wrong type of ISA can be very inefficient for your financial goals. In this article, we explore the different types of ISAs available to you and highlight their inherent benefits and emphasise the right situation to use them.

insights
Word Tax 2024 on the calculator. Calculator, coins, book, tax form, and pen on table.

Simple ways to reduce your tax bill in 2024/25

22nd April 2024

Taxes are inevitable, but we have a lot more control on the tax we pay than we think. For all different age ranges, there are different ways in which we can save money in tax. Here is a useful refresher on ways in which you can save money on your tax bill going into the new 2024/25 tax-year.

Add to calendar

21 May 2024

How to escape the tax raid on your wealth

Register now

Watch previous webinars

Subscribe

Sign up for our quarterly insight newsletter:

Signup for email alerts

Follow us on...

The Private Office and TPO are trading names of The Private Office Limited, authorised and regulated by the Financial Conduct Authority, firm reference number 789482. Registered in England and Wales at 2 The Bourse, Leeds LS1 5DE, company number 10226899. 

Advice Champion Services Limited and Investment Champion Online Limited are Appointed Representatives of The Private Office Limited.

Our financial services register entry may be checked by visiting https://register.fca.org.uk/. Please note that the Financial Conduct Authority (FCA) does not regulate cash flow planning, estate planning, tax or trust advice.