Chartered Financial Planners – awarded in November 2014
We are a firm of chartered financial planners. This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service and support.
British Standard in financial planning (BS8577) – awarded in December 2014
Proposito was only the 15th firm in the UK to be awarded BS 8577 – Framework for the provision of financial advice and planning services by Standards International (www.standardsinternational.co.uk).
BS8577 is a new British Standard that assesses and awards financial planning firms who can demonstrate that they have the operational framework to deliver a first class service to their clients. The service that we provide to our clients is of the utmost importance and in order to benchmark our service and internal processes against the British Standard of best practice the business entered into a rigorous process of assessment.
Accredited Financial Planning FirmTM – awarded in January 2015
Proposito is proud to have achieved Accredited Financial Planning FirmTM status issued by The Chartered Institute for Securities & Investment.
This means that having successfully undertaken a rigorous accreditation process, you can be confident we offer a financial planning service which meets the highest standards.