Index exceeds the reaches of international financial planning best practice

At Index, we are always looking for ways to test our systems and processes to ensure we are providing the best possible service to our clients. As well as being Chartered Financial Planners and an IFP Accredited Financial Planning firm, we are tested annually by certification body Standards International.

Standards International provide an internationally agreed benchmark for a global standard of financial advice. Our systems are rigorously tested over a two day period against the international benchmarks and we are provided with a gap analysis giving us ideas and observations for improvement. At this year’s assessment, the certification was met without any gaps or observations for improvements, which is an incredible achievement.

Michelle Hoskins at Standards International comments:

“It was a pleasure to award Noel Farrelly and Les Phillips of Index Wealth Management their ISO 22222 certificates. They both achieved ISO 22222 certification without any minor non-conformities or observations for improvement. Assessment outcomes like this are very rare and only come after a huge amount of thought and effort has been put into creating a management framework which truly exceeds the reaches of international financial planning best practice.”

Despite our achievement, this is no time to rest on our laurels. We want to continue to demonstrate our commitment and dedication to clients, ethical good practice and professional development. We will constantly review and improve our services so you can be confident that you are dealing with one of the UK’s leading firms that is wholly committed to providing you with the best possible advice, service & support.

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