It gives us great pleasure to announce that we have been awarded BS 8577 – Framework for the provision of financial advice and planning services by Standards International Ltd. It has also been recognised that both Ian and Andy, our Planners, conform to the principles of ISO 22222. This is an internationally agreed benchmark for high quality financial planning services.

BS 8577 is a British Standard designed to assess and award financial planning firms. To qualify, firms must demonstrate that they:

  • have the operational framework and “best practice” system in place to deliver a first-class service, and
  • undertake a process of continual improvement with client outcomes at the heart of everything they do.

A very limited number of firms in the UK hold this award, so it is an enormous achievement for everyone involved.

This has been a very significant and ongoing project for us over the last two years. The project was headed up by our Business Manager, Amber Blastock, who has done a fantastic job pushing it all forwards.

However, the work is not over yet. Once achieved, there is a process of rigorous ongoing assessment in order for us to maintain the award. We will however allow Amber some time off to celebrate before it starts all over again!

This is a significant award for us. It is independent recognition of what we have always believed. Clients and prospective clients can be confident in our abilities as a firm to look after their wealth, them as individuals and their wider families and above all to help them “Live Life with Purpose”.