Embracing Excellence

British Standards for our Financial Planners

By 9th September 2018 One Comment

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?”.

Very early in that process, we realised that we were building something special – however only external validation of that idea could turn it in to 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.

ISO 22222:2005

“Personal Financial Planning”

ISO 22222 is the only certification of its kind available to Financial Planners personally and we love the appeal of benchmarking our service and internal advice process against the international standard of best practice.

As well as all of our Financial Planners being Chartered Financial Planners and/or Certified Financial PlannersTM, obtaining ISO 22222 demonstrates the level that we work at with our clients.

Qualifications, such as Chartered and Certified, are the result of highly regarded examinations of technical knowledge and assessing how we put that in to practise. They can be studied for and sat on a given day. British Standards also require the same skills but are annually re-tested to ensure ongoing competence and adherence.

“Achieving excellence is no easy feat! I don’t mean academic excellence… I mean total and complete all-round professional excellence in everything that you do.

In a sector saturated by academic and technical achievements any firm or individual that strives for and achieves one (never mind 3!) British and International Standards deserves the upmost respect and recognition from their peers and their clients. boosst as a team have pushed the boundaries in every element of their business, professional and personal development.

It has been our pleasure to work alongside you all in order to support your exciting and rewarding journey! You should all be very, very proud of yourselves!”

Michelle Hoskin, Founder and Director Standards International

Join the discussion One Comment