ISO 22222 Certified Financial Planner

Chris Broome – Chartered Financial Planner

It gives me great pleasure to write and inform you that I have successfully been awarded ISO 22222 Personal Financial Planning – requirements for personal financial planners by Standards International

ISO 22222 Certified

ISO 22222 is an internationally agreed benchmark that assesses and awards financial planners who can demonstrate that they have the knowledge, skills, experience and ethical values to deliver a first class service to their clients.

The service that we provide to our clients is of the upmost importance and in order to benchmark our service and internal processes against the international standard of best practice myself and the business entered into a rigorous process of assessment.

On the 9th February 2021 I was personally awarded the ISO 22222 certification and I am one of only a small handful of financial planners in the UK that have achieved this prestigious award.

Your needs are at the heart of our business and this is why we are committed to a process of ongoing assessment which ensures that our processes and services are continually assessed by an independent certification body on an annual basis.

If you have any questions with regards to the above and would like to know more about the ISO 22222 certification please do not hesitate to contact us.