We’re proud to share that our Private Wealth Team has been named a finalist for Accountancy Team of the Year (large firm) at the prestigious STEP Private Client Awards 2025.
Recognised globally as the hallmark of quality in the private client industry, the STEP Awards celebrate excellence among professionals across legal, financial, and advisory services. With a rigorous judging process and a highly competitive field, being shortlisted is a significant achievement in itself.
The winners will be announced at the awards ceremony on 18 September 2025 at the London Hilton on Park Lane.
Lizzie Murray, Partner and Head of our Private Wealth Practice Group, commented:
“We’re delighted to be recognised by STEP for the work we do with our private clients. This shortlist reflects the dedication and expertise of our team, and our commitment to delivering thoughtful, high-quality advice in a complex and evolving landscape.”
We’d also like to extend our congratulations to Saffery Trust on being shortlisted in three categories: Employer of the Year, Rising Star for Simon Ricketts TEP (Assistant Trust Manager), and Trust Company of the Year (midsize firm).
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