Basic info
Industry
financial services
Sectors
Gap Analysis
Setting and supporting firms achieve and maintain best practice standards of practice
Customer Service
Financial Services
Document Review and Assessments
BS 8453 Compliance framework for regulated financial services firms
BS 8577 Framework for the provision of financial advice and planning services
Best Practice Training
Training
BS ISO 22222 Personal financial planning – requirements for personal financial planners
Events
Consulting
The Paraplanner Standard™ – Requirements for International Professional Paraplanners.
Date founded
2007