We are very proud to share that we have been recertified for British Standard BS8577 – Framework for the provision of financial advice and planning services.

An independent assessment concluded that:

Our approach to business ethics and integrity is beyond question

We continually strive to improve the performance and efficiency of our processes

The research, documentation and implementation of our new investment proposition and service options is to a very high standard

Our documentation is ‘second to none’ with a tone of voice and clarity imparted by skillful writing which exudes quality and demonstrates an extremely high level of thought and care.

Below is a video about Why Standards Matter, featuring Michelle Hoskin from Standards International.

We strive to be the best we can and it’s fabulous to have that recognised through an official process and be told that we are doing a good job.