Huw’s Done it Again!

Author: Huw Jones
Published: 18th March 2019
Categories:

Huw’s done it again. We’re delighted to confirm that Huw has successfully been awarded ISO 22222 Personal Financial Planning – requirements for personal financial planners by Standards International (www.standardsinternational.co.uk).

ISO 22222 is an internationally agreed benchmark that assesses and awards financial planners who can demonstrate that they have the knowledge, skills, experience and ethical values to deliver a first class service to their clients.

We pride ourselves on our service and once again welcomed the opportunity to benchmark our financial planning service and internal processes against the international standard of best practice. Huw (and the business) entered into a rigorous process of assessment.

Huw was awarded the ISO 22222 certification for the sixth consecutive year. He is one of only a small handful of financial planners in the UK that have achieved this prestigious award.

Huw’s assessor commented:

Lovely to see Huw continuing to embody the principles of ISO 22222. Well done”

At Proposito we are committed to a process of ongoing assessment which ensures that our processes and services are continually assessed by an independent certification body on an annual basis.

We have also been awarded BS8577 for financial planning firms. You can read about it HERE.