BS 8577 Accreditation Achieved
Chris Broome – Chartered Financial Planner
It gives me great pleasure to write and inform you that Longhurst has successfully been awarded BS 8577 – Framework for the provision of financial advice and planning services by Standards International Ltd.
Our assessors comments and examples of excellence included:
- Processes = It is rare to meet a firm that can demonstrate that there are clear, documented processes in place. Longhurst can do so in abundance.
- Awards = Longhurst has won multiple awards during its relatively short history.
- Project Longhurst = I love this project and the priorities that have been set to underpin the firm’s charitable work in the next three years.
- Branding = Both internal and client documentation is beautifully produced pure eye candy!
Standards International is the only certification body in the world dedicated to raising the standards of excellence in financial services, a cause that we commit to fully. You can find out more about their work here: www.standardsinternational.co.uk
BS 8577 is a British standard designed to assess and award financial planning businesses who demonstrate that they have an operational framework of excellence in place, in order to bring their purpose to life, support their team and deliver a first-class service to their clients.
The service we provide to our clients is of the utmost importance to us, and in order to benchmark our services and internal processes against this British standard of best practice we entered into a rigorous process of assessment.
In January 2023 we were officially awarded our BS 8577 certification, making us one of a growing group of financial planning businesses in the UK to have achieved this prestigious award.
Our clients’ needs are at the heart of what we do and this is why we are committed to a programme of ongoing assessment, ensuring that our processes and services will be assessed annually by an independent, international certification body.
If you have any questions regarding the above or would like to know more about our BS 8577 certification, please do not hesitate to contact me.
