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 British Standard of best practice the business has entered into a rigorous process of assessment by leading dedicated certification body – Standards International Ltd.
Total Wealth Planning is proud to announce the attainment of two new certifications from Standards International Ltd; BS 8577 and BS 8453 for financial practice standards in the UK.
The first of these certifications is that of “Framework for the provision of financial advice and planning services” (BS 8577). With this certification achieved, Total Wealth Planning can confidently confirm that our financial planning services are amongst the highest quality.
Our operational management system is highly equipped, in order to allow us to function at the most optimum levels of efficiency and professionalism. This certification is the only one of its kind and we are delighted to join small but growing group of financial planning firms in the UK to have achieved this prestigious award.
The second of these certifications is that of “Compliance framework for regulated financial service firms” (BS 8453: 2011). With the affirmation of the high quality of professionalism within our compliance practices and relentless commitment to transparency, our clients gain the assurance that Total Wealth Planning is being driven by robust compliance framework. Our operational processes regarding compliance are firmly integrated and embedded into our practice, and therefore leading best practice as part of our business culture.
The TWP UK team looks forward to maintaining our strong work ethic, and dedication to our clients, to provide quality and leading financial planning and advice.