We are excited to tell you that after more than a year’s hard work, introspection and preparation, Create Wealth Management Ltd became only the 14th financial planning firm in the UK to have been awarded rare and demanding ‘kitemarks’ from the British Standards Institute, on the 16th October 2014, certified by accredited firm, Standards International:
BS 8577: Framework for the provision of financial advice and planning services & for both directors, BS ISO 22222:2005 the only international standard for individuals providing financial advice.
These certifications are the most demanding set for financial planning firms, having been developed with industry, professional experts and consumer representatives including the Chartered Insurance Institute, Which?, Standards International, the Personal Finance Society and the Institute of Financial Planning.
We are very proud of course but this demonstrates our ongoing commitment to making sure we provide you with the best financial planning and outcomes.
Michelle Hoskins, director of Standards International tweeted, “To Stephen Ng and Peter Davies, one of the best #BS8577 & #ISO22222 assessment outcomes I have seen! Congratulations! You have done an amazing job! Welcome to the family!”
Gavin Tisshaw, chairman of the BSI sub-committee, said “BS 8577 will act as a differentiator to potential clients seeking financial advice,” he said. “When dealing with a firm operating to this standard, clients can have confidence in their ability to consistently deliver a high quality of service”.
If you require any further information or assistance, please contact us – we look forward to hearing from you.