"Lancashire Financial Planner Gains International Recognition"

This article is a press release describing Sylvia Bentham's recent attainment of the prestigious and internationally recognised ISO 22222 Certification

 

 

Financial Planner, Sylvia Bentham, of Chorley based '1st Chartered Financial Planning Ltd' has become the first adviser in Lancashire to meet new international standards in providing financial planning advice by gaining the ISO 22222 certification.

ISO 22222 was created in 2005 with the aim of achieving and promoting consumer confidence by providing an internationally agreed benchmark for high standards of personal financial advice.

The achievement is a considerable success given that less than 100 advisers in the UK have gained this prestigious certification.

Although France and Austria have recently made it compulsory for their advisers to reach these standards, and Italy are following suit, in the UK, however, it still remains a decision for individual advisers as to whether or not they wish to meet these standards.

Sylvia said, "meeting the rigorous international standards to gain ISO 22222 did not just require a sound knowledge of the financial advice process, it also included things like ethical behaviour, information security, client confidentiality and data protection as well as risk management and a commitment to continual improvement - all areas that will be of tremendous benefit and reassurance to clients and potential clients alike."

1st Chartered Financial Planning Ltd offers clients a wealth of financial planning services, helping consumers to understand their current financial situation and how to best go about meeting their financial objectives.

However, they offer more than just a one-off service. They also provide regular lifestyle reviews, financial check-ups, access to relevant publications and much, much more. It is this emphasis on service that made the ISO so attractive.

Sylvia added , "achieving ISO 22222 status has not only enabled me to develop new skills and understanding, it has helped me further demonstrate my commitment to giving the best possible levels of service to clients across the North West of England."