Since becoming the first firm in the UK certified to the new British Standard in Financial Planning, BS8577, our business has undergone an annual evaluation. Third party assessors make sure that our business systems and processes continue to be robust and that we deliver a consistently high-quality service.
Five assessments later and I am proud to hear our assessors say: “It is great to witness MFP Wealth Management’s continued growth and development, grounded by a robust foundation of best practice and keeping clients at the centre of their universe”.
They went on to say that our evaluation was “Another exemplary assessment. MFP remain an exceptionally well organised professional firm with client care and continual improvement at the core of the business.”
In parallel, Standards International also assess my individual compliance with the British and International Standard for Personal Financial Planners, BS:ISO 22222. While the BS 8577 assessment relates to how our firm operates, ISO 22222 assesses how I operate as a financial planner. I felt honoured to be told “Justin is a real shining light and a credit to his profession!”
Never one to rest of our laurels, what’s the next area for us to focus on improving? How could we help you more?