We are the leading dedicated certification body in the UK for ISO 22222:2005 Personal financial planning – requirements for personal financial planners, and BS 8577:2012 Framework for the provision of financial advice and planning services.
Should the thought of achieving one or both of the best practice standards get your operational taste buds tingling, then you will love our world-leading best practice certification programmes. Tailored to suit you, your business and your team, we promise to challenge your thinking, raise your standards and provide you with the structure and framework to achieve global operational and financial planning excellence.
Tried and tested, the best practice certification process includes the key elements of training, gap analysis, document and process review, assessment and ongoing quality review audits.
The benefits are endless…
The benefits differ from business to business, but those who embark on this amazing journey are rewarded with benefits in abundance, including:
slicker, more efficient, more effective internal and client-facing processes
recognition from their peers, professional connections and clients that business excellence is firmly at the heart of what they do
increased business and marketing opportunities
a central feeling of a TEAM (Together Everyone Achieves More) culture, created by a single focus on achieving the highest possible standards in financial services