Quality Standards - Commitment To Excellence

Forbes Lawson is one of only two firms in Scotland to be certified to the new British Standard for financial planning, BS8577.

We have just undergone our audit and re-certification, and our commitment to the rigorous demands of the Quality Standard remains as strong as ever.

As we all know an audit can be a challenging thing but we embrace it as an opportunity to demonstrate the importance of the Standard. Under audit an external professional assessor from Standards International visits for a few days to review our procedures and their application. Our staff are questioned and our ethical values tested. Client files are reviewed. It’s an important part of what we do and how we demonstrate our commitment to delivering the best service to our Clients.

A British Standard is a globally recognised stamp of approval from an independent professional body; it demonstrates that an organisation has implemented best practice processes, procedures and policies, and is best placed to deliver superior customer service.

In addition to the BS8577 Quality Standard, our Senior Advisers Ian Robinson & Richard Macmillan each hold individual Financial Planning ISO22222 certification, awarded on the 22nd November 2011.  ISO22222 certification was developed by industry experts and consumer organisations, including Which,  the largest consumer body in the UK.

Only 24 firms in the UK have the BS8577 and Forbes Lawson is one of only two in Scotland. There are 61 Financial Planners in the UK who have ISO22222 accreditation, and apart from the Forbes Lawson Senior Advisers, there is only one other based in Scotland.