British Standards ISO22222:2005

All our financial planners and investment advisers are BS ISO22222 certified. It is our policy that all new advisory staff be assessed shortly after joining. We will be reassessed each and every year and must demonstrate continual improvement based on client satisfaction feedback.

At the time of writing we believe there were less than 50 accredited individual financial planners in the UK.

It is the only qualification that assesses the full advisory cycle from first contact with a prospective client to ongoing reviews. It is broad in its scope and also covers areas such as data security, clarity of documentation and ethics.

Though this qualification applies to individual financial planners, it would be difficult to gain accreditation without robust business processes. The processes and procedures in operation at Trusted Planning LLP have been designed to exceed BS ISO 22222 standards.