Embracing Excellence

boosst is awarded Accredited Financial Planning FirmTM status

By 10th September 2018 No Comments

Introduction

The concept of boosst was designed with the benefit of blank-page thinking. This meant that we could make every decision with a focus on; “What will generate the best outcome for clients?”

We realised very early in that process that we were building something special – however only external validation of that idea could turn it into a fact. We decided that the key Accreditations and Certifications that we wanted boosst to achieve to prove this were the CISI’s Accredited Financial Planning FirmTM as well as three individual British & International Standards for our Planners, Business Processes and Compliance Framework.

Whilst Accredited status provides consumer confidence, the complimentary British Standards give us great confidence internally – as our personnel and business processes have been externally stress tested to rigorous criteria. In our opinion, this combination of Accreditations and Certifications represent the ‘Gold Standard’ in UK Financial Planning today.

Accredited Financial Planning FirmTM

With the Chartered Institute for Securities & Investments being the professional body of choice for Financial Planners and the home of UK Financial Planning, it seemed obvious that boosst should demonstrate our beliefs by becoming an Accredited Financial Planning FirmTM.

Accredited status provides consumer confidence and is only awarded to the best UK Financial Planning Firms. At the date of our Accreditation, there are now 72 Accredited firms in the UK.

For a business to become an Accredited Financial Planning FirmTM it must:

  • evidence that it meets strict criteria in relation to the delivery of financial planning
  • place clients at the heart of its business proposition and ensure they receive consistently excellent service
  • have sufficient team members who have worked hard to become Certified Financial PlannerCM professionals
  • re-confirm it meets the standards on an annual basis to retain its Accredited Financial Planning FirmTM status

 

“The planners at boosst continue to demonstrate their longstanding commitment to a clearly defined financial planning service to their clients.  It is a real pleasure to have them on board as an Accredited Financial Planning Firm™ supporting the CISI and wider profession”

Jacqueline Lockie CFP™ Chartered FCSI, the Head of Financial Planning at the CISI