We are pleased to announce that once again we have achieved the British Standards: BS 8577 for excellence in Financial Advice and Planning and both of our advisers Clinton Askew and Ian D’Arcy are ISO 22222 certified.
BS8577 defines best practice in financial advice and planning firms. It recognises firms with efficient and transparent financial planning processes. BS ISO 22222 defines the process for personal financial planning firms and ensures they operate with ethical behaviour competences and experience requirements.
The following comments were made by the reviewer:
For BS 8577
“Exciting times ahead for Citywide as they expand, building upon a solid foundation and the strength of a great team. Well done!”
For ISO 22222 for Clinton
“Congratulations Clinton on another strong Quality Review Assessment. It’s great to see the evolution of your leadership role, supported by ongoing continual development of the business.”
For ISO 22222 for Ian
“Congratulations Ian on a great first assessment to ISO22222, clearly demonstrating how all the principles of the standard have been embraced in your role.”
These standards represent our continued commitment to the highest standards of Financial Planning.
Categories: Awards, Financial Planning, Wealth Management
