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Hear from some of the financial planners that have achieved ISO 22222 certification with Standards International
The advisers featured in these profiles have achieved ISO 22222 certification with Standards International. Each profile gives an idea of what is involved and the benefits of certification.
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Andrew Reeves of The Investment Coach LimitedAndrew Reeves, director of Northampton based Investment Coach, has proudly become the UK’s first financial planner to achieve ISO 22222 certification. |
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David Vaughan of Trusted Advisor LtdTrusted Advisor Ltd is a firm of fee only, independent financial advisers who specialise in portfolio advisory services serve 40 successful and wealthy entrepreneurs in the Essex area. |
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Karl Hopper-Young of Sussex Independent Financial AdvisersSussex Independent Financial Advisers was established in April 1998. Dedicated to achieving continual business development the firm achieved Chartered Firm status and ISO 9001. |
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Keith Churchouse of Churchouse Financial Planning LimitedChurchouse Financial Planning Limited are Surrey-based Independent Financial Advisers (IFA) and Chartered Financial Planners, offering bespoke financial planning and advice. |
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Lee Coates of Ethical InvestorsEthical Investors was formed in 1989 to offer financial advice to all those who sought to place their social, ethical, environmental and faith (SEEF) based values at the heart of their financial planning. |
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Noel Farrelly of Index Wealth ManagementIndex Wealth Management takes care of the financial interests of a limited number of wealthy entrepreneurs, higher earners and their families. |
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Ian Green of Primrose AssociatesIan Green is leading the drive for new clients at his new firm Primrose Associates which is continuing it's transition from mortgage broker to new model financial planning firm. |
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For more information call 01462 790894 today!
