Firstly we believe it shows real courage to let independent eyes assess our business and the quality of the work we do. It’s not a comfortable place to be when there’s an industry expert looking “under the bonnet” at what we do here.
Secondly it’s really good for our clients to see the external recognition we’re receiving, to re-assure them that they’re working with the right firm.
Finally it’s good PR. Whilst we haven’t taken on a new client solely on our awards and accreditations it will have been more than a contributing factor in choosing us over other firms.
Over the years we achieved a number of awards and accreditations:
Accredited Financial Planning Firm™ – Institute of Financial Planning
British Standard BS8577 – Standards International
Achieved by Huw – ISO22222, Standards International
Chartered Financial Planners – Chartered Insurance Institute
2nd place – David Norton Building Excellent Awards. Institute of Financial Planning
3rd Place – David Norton Building Excellence Awards (Institute of Financial Planning)
Achieved by Huw – Chartered Financial Planner (Chartered Insurance institute)
Achieved by Huw – Elected Fellow of the Personal Finance Society
Achieved by Huw – Certified Financial Planner (Institute of Financial Planning)
Finalist – Small IFA of the Year, Money Marketing Awards