ISO 22222 is an internationally recognised standard which defines the personal financial planning process and specifies ethical behaviour, competences and experience requirements for personal financial planners. Practitioners who hold this award are subject to a rigorous annual review of policy and practice by independent assessors. Ethical Futures are pleased to advise that Julian Parrott has recently completed his annual assessment and his ISO 22222 accreditation has been renewed.
Find out more about ISO 22222 and requirements here: http://www.standardsinternational.co.uk/what-we-do/certification/iso-22222/
Julian says “Understanding a client’s future aspirations and helping to provide context to financial decisions, is a core element of the way that I like to work with clients. Holding the ISO 22222 award is not only a recognition of this approach, but helps us review the processes used at Ethical Futures to ensure that clients receive consistent and appropriate advice.”
Michelle Hoskin, who is internationally recognised as a leading expert in identifying best practice standards of operation says: “Julian has been part of our community for several years now and as a early adopter of ISO 22222 he has continued to maintain such high standards! I am looking forward to working with Julian over the coming years as we look to establish BS 8577 as a standard for business excellence.”
We are delighted to announce this and will keep up the continuous improvement in order to deliver the highest standards of service to our customers.
It is important to take professional advice before making any decision relating to your personal finances. Information within this article does not provide individual tailored investment advice and is for guidance only. We cannot assume legal liability for any errors or omissions it might contain. Ethical Futures llp is authorised and regulated by the Financial Conduct Authority.