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Our
Clients

Financial
Planning

Investment
Philosophy

About
WealthFlow

Latest
Comment

Contact

Our
Clients

Financial
Planning

Investment
Philosophy

About
WealthFlow

Latest
Comment

Contact

22nd
Dec
2020

Setting the Standard

Duncan Glassey

WealthFlow becomes the only financial planning firm in Scotland to hold the British Standard.

I’m delighted to announce that WealthFlow has successfully been awarded BS 8577 – Framework for the provision of financial advice and planning services by Standards International Ltd (www.standardsinternational.co.uk).

BS 8577 is a British Standard designed to assess and award financial planning firms who can demonstrate that they have the operational framework in place to deliver a first-class service to their clients.

The service that we provide to our clients is at the centre of everything we do and, in order to benchmark our service and internal processes against the British Standard of best practice, the business entered into a rigorous process of assessment.

During the past two years, our team has worked exceptionally hard and on December 16th we were officially awarded BS 8577 certification, making us the only financial planning firm in Scotland, and one of only a few firms in the UK to hold this prestigious award.

To ensure we continue to deliver exceptional service to all WealthFlow clients, we have committed to ongoing assessment, ensuring that our processes and services will be continually assessed by an independent certification body on an annual basis.

If you have any questions with regards to the above or would like to know more about WealthFlow or BS 8577 certification, please do not hesitate to contact us.

Duncan R Glassey
Managing Director – WealthFlow
[email protected]

 

This article is distributed for educational purposes and should not be considered investment advice or an offer of any product for sale. This article contains the opinions of the author but not necessarily the Firm and does not represent a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable but is not guaranteed. Past performance is not indicative of future results and no representation is made that the stated results will be replicated. Errors and omissions excepted.

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Registered in Scotland No SC635011. Registered Office: 15 Atholl Crescent, Edinburgh EH3 8HA.

© 2020 WealthFlow Group Limited
All Rights Reserved | Privacy | Cookies Policy

Mail correspondence to our Central Scotland Admin Hub: WealthFlow Group Limited, PO Box 14947, Grangemouth FK3 3AU.

Authorised and regulated by the Financial Conduct Authority

For your protection, unresolved complaints can be referred to the Financial Ombudsman Service.

Registered in Scotland No SC635011. Registered Office: 15 Atholl Crescent, Edinburgh EH3 8HA.