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.