Being the first firm in the UK to obtain the British Standard for financial planning, BS 8577, we constantly pursue the highest standard of services for our clients and this year’s outstanding British Standards report is very much reflective of this.

The independent, third party assessor from Standards International spent a lengthy time reviewing the robust systems, policies and procedures that support our business structure. The external assessor commented on that our standards continue to be “extremely high” ensuring the “delivery of a consistent, quality service.”

BS 8577 British Standard in Financial Planning

We pride ourselves on the continual improvement of our internal policies and procedures as these are a vital component in ensuring ultimate client satisfaction. Our report went on to add: “Much work has gone into this and it is a solid foundation of which the team should be very proud. Overall a great example of what can be achieved.”

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