In 2012 Forbes Lawson became the first firm in Scotland to become certified to the new British Standard for financial planning, BS8577. In November 2016 during our fifth annual review assessment our assessor from Standards International was excited to confirm that Forbes Lawson had a completely “clean” sheet during the 2 day assessment and therefore had no qualms in confirming the renewal of the certification.
An external professional assessor from Standards International spent 2 days with us and reviewed all our procedures involved with how we put our clients central to everything we do. All staff were questioned and our ethical values tested. This included reviews of client files.
A British Standard is a globally recognised stamp of approval from an independent professional body that demonstrates an organisation has implemented best practice processes, procedures and policies, and is best placed to deliver superior customer service.
Senior Financial Advisers Ian Robinson & Richard Macmillan also had their individual ISO22222 certifications renewed confirming their commitment to our clients and reassurance of compliance to a standard which was developed by industry experts and consumer organisations including Which? who is the largest consumer body in the UK.
Ian Robinson said “Against a backdrop of low consumer confidence in the financial services industry we stand out from the crowd by not only doing “proper” financial planning but also operating with the highest levels of integrity and professionalism which provides tremendous reassurance to clients.
Ian continued “People don’t know where to turn to find someone they can trust so this makes us stand out from the crowd. Only 24 firms in the UK have the BS8577 and we are one of only two in Scotland. There are 61 financial planners in the UK who have the ISO22222 and apart from myself & Richard, there is only one other based in Scotland.