Another stripe for our business: Why all Bluefin advisers must be ISO 22222

Times are changing. Consumers need to have the confidence that their financial planner has not only got the right level of knowledge to do the job but also has the right skills, ethical values and experience to deliver their desired level of service. At this current time there are two main areas driving the direction of the financial services market place. These are: Treating Customers Fairly (TCF) and the Retail Distribution Review (RDR). Financial planners are striving to raise their professional standing as they appreciate that the application of knowledge gained while doing the jo...