All202320222021202020192018201720162015 20th March 2026 We’re a Top Rated Firm for 7th consecutive year! This accolade is based entirely on verified client feedback and reflects the firm’s ongoing commitment to delivering consistently high standards of financial advice. 23rd November 2021 FT Adviser Top 100 Win 22nd November 2021 Dean McSloy wins COVID-19 Response Award at Unbiased Trusted Professional Awards 2021 5th November 2021 TPO named New Model Adviser Top 100 firm for 3rd consecutive year 28th October 2021 Autumn Budget 2021 – What was in the recent Budget? 6th July 2021 ‘Financial Advisor Team of the Year’ Shortlist 29th June 2021 The Private Office win ‘Wealth Planning Firm (Independent)’ Award 11th May 2021 One of the top 100 companies to work for! 10th April 2021 TPO named in VouchedFor Top Rated Guide 2021 24th March 2021 Dean McSloy named in the 2021 PAM Top 40 under 40 Pagination Previous page Page 1 Page 2 Page 3 Page 4 Current page 5 Page 6 Page 7 Page 8 Page 9 Next page Previous page Current page 5 / 9 Next page