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 Beaufort Planning Yorkshire provides to our clients is of the upmost importance to us and in order to benchmark our service and internal processes against the international standard of best practice Andrew Elson, Sarah Elson and Sarah (Lou) Giles, as well as the whole business entered into a rigorous process of assessment.
On the 15th September 2017 all three advisers were awarded the ISO 22222 certification and we are one of only a small handful of financial planners in the UK that have achieved this prestigious award. Currently only 5 firms in Yorkshire have ISO 22222 certified advisers.
Your needs are at the heart of our business and this is why we are committed to a process of continual improvement and 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.