Concept Financial Planning has achieved the ISO22222 certification through Standards International.
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 standard of service their clients beyond the current regulatory requirements. Surrey based Concept offers financial planning advice on investments, pensions and protection products to individuals and corporate clients. Paul Richardson says the firm had been developing its customer-focused proposition, and achieving the ISO 22222 standard was the obvious next step. "With the ever changing economi...
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