For the second year in a row, we are thrilled to be shortlisted as a Finalist for “Boutique Firm of the Year” at the prestigious STEP Private Client Awards. The Presiding Judges assessed entries that addressed five criteria:

• Describe the firm’s approach to client management.
• Explain how the firm collaborates with other service providers to enhance its client offering.
• Explain why the boutique nature of the firm sets it apart from larger practices and the benefits that this brings to its clients.
• Provide specific examples of excellent client service that aims to build lasting relationships.
• Demonstrate commitment to the wider profession.

We look forward to attending the awards ceremony in London on September 14, and wish the best of luck to Finalists across all categories.