⭐️🏆⭐️🏆⭐️ It’s official!! ⭐️🏆⭐️🏆⭐️
The Awards Gala coincided with Keith’s birthday… needless to say, we celebrated in style! Watch the Video:
CISI are the professional body for financial planners in the UK. The nations best financial planners endeavour to achieve the CISI’s Certified Financial Planner (CFP) qualification and the best financial planning firms strive to become an Accredited Financial Planning Firm (AFPF). boosst are proud to have been an accredited firm since launch and all of our financial planners hold the CFP qualification.
The CISI describe Accredited Firms as those who “demonstrate excellence in everything they do and are recognised as some of the most trusted financial planning firms in the UK”. Firms that achieve accredited status represent the pinnacle of the financial planning community.
To reach the final stage of the award we were asked to submit a detailed application, shortlisted and then invited to attend a formal interview with leading figures from the profession. Jackie Lockie (Head of Financial Planning at the CISI) chaired the judging panel, alongside Janet Walford OBE, Sandy Robertson and Cris Glascow. Cooper Parry Wealth also made the final and joined us in the nervous wait for the winning firm to be announced.
We were delighted to win with a unanimous vote.
The judges applauded boosst for:
- Pushing the boundaries of financial planning
- Spreading the message of financial planning, with initiates like Financial Planning Week and our new educational workshops, ‘Enough? – a financial education series’
- Proactively designing services that add value for younger clients
- Having a wide reach by offering a range of service levels and engaging with businesses to provide access to financial planning for their employees
- Committing the time and the energy to continually enhance our offering for clients
We also recently won the New Talent Award for the UK’s best development programme!
We are of course thankful to the CISI and Professional Adviser for these awards. Winning Financial Planning Firm of the Year and Best Development Programme is a formidable combination, celebrating excellence today whilst also highlighting the bright future we are building – they also look great together in the boosst trophy cabinet!
The biggest ‘thank you’ must of course go to you, our clients! We’re working hard and striving for excellence. We’re reliant on your feedback to know what we’re doing well and to identify where we can improve – for we are not the type to settle for anything other than perfect. Most importantly, thank you for being such a nice group of people to work with, you make our work a pleasure!
We are growing – but we need your support!
All of our growth to date has come from our existing clients referring their friends, family and colleagues. We love working in this way as it means that we become more embedded within our client networks over time and we can provide a truly intergenerational service for families.
We believe that Financial Planning in 2020 is more valuable than ever before. Keith’s recent note considered how COVID has put life on pause this year – but we shouldn’t accept this. Everyone must reassess life and find new ways to enjoy their precious time on Earth – and ‘proper’ financial planning can help boosst clients to identify new ambitions and understand the financial implications of those new lifestyle choices.
To introduce a friend, family member or colleague to boosst, simply obtain permission to share their contact details with us and Josh will make contact. The first step is an ‘introductory call’ and if we agree that boosst can add value, we will then arrange a Discovery Meeting which is held at our cost.
All meetings are operating remotely for the foreseeable future, using Zoom.