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We understand how challenging it can be to find a financial planner who you trust.


Nothing can take away from the gut feeling you have when you meet someone face to face for the first time. You can make a pretty good judgement by listening to what they have to say, seeing how well they listen to you, and get a feel of whether they have your best interests at heart.

But sometimes we need more than that.

That’s where independent endorsements and accreditations can make your decision that bit easier.

We have always placed huge importance upon ensuring we have the highest qualifications in the profession. Of around 15,000 advisory firms in the UK currently we are one of just 900 firms of Chartered Financial Planners[1]. And one of only 74 Accredited Financial Planning FirmsTM[2].

A mere 30 firms in the UK hold both accreditations – 0.2% of firms.

When I joined the business in 2012 Justin was keen to improve our business practices and procedures, so we embarked on our journey towards certification to the new British Standard for advisory firms, BS 8577.

That same year we became the first firm certified and five years later only 27 others firms have successfully undergone the rigorous assessment to illustrate their compliance with best practice business systems and processes and a client-centred culture.

The rarity of firms with this British Standard is further evidenced by the fact there are no other certified firms in Dorset or Hampshire. In fact, the closest firm is almost 100 miles away.

BS 8577 has become shorthand for ‘most trusted firms’

BS 8577 is now acting as shorthand for the most trusted and respected IFA firms in the UK. Two independent consumer organisations that provide impartial money advice over the telephone – Which? and the Money Advice Service – have chosen to direct consumers who need personalised advice from an IFA to Standards International’s list of firms certified to British Standard BS 8577.

So, for people who turn to the highly respected Which? Money Helpline or the government’s Money Advice Service, they are spared the time-consuming job of googling for an IFA best placed to help them. There’s now a shortcut in place that should serve as a reassuring starting point in the search for an adviser you can trust.

And we are proud to be on that list.


[1] Source: CII data at end 2015. [2] Source: CISI data May 2016.

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