Concept Videos

It has been a year since Paul Richardson obtained the ISO 22222 certification from Standards International.

A lot has changed in that year, Paul explains what developments have been made at Concept Financial Planning and the benefits of retaining the ISO standard for another year and ultimately was it worth it?

Paul Richardson from Concept Financial Planning embarks on obtaining the ISO 22222 certification

GAP Analysis on the ISO 22222 standard

I have successfully been awarded ISO 22222 Personal Financial Planning requirements for personal financial planners by 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 first class service to their clients.

The service that we provide to our clients is of the upmost importance and in order to benchmark our service and internal processes against the international standard of best practice the business and I entered into a rigorous process of assessment.

I am delighted to have the ISO 22222 certification and at the time of the award I was one of only 20 people to achieved this prestigious award in the UK through Standards International.