Chapters Financial Press Release27 June 2014
Chapters Financial Limited, based in Guildford and Woking, has been re-accredited with BS 8577:2012 – Framework for the provision of financial advice and planning services for the second successive year. In addition, Keith Churchouse, director at Chapters Financial, has been re-awarded the ISO 22222:2005 standard – the international quality standard for personal financial planners. This is the seventh consecutive year Keith has achieved this certification successfully.
Both assessments were undertaken by Standards International:
BS 8577:2012 is a new British Standard, launched in 2012, that assesses and awards financial planning firms who can demonstrate that they have the operational framework to deliver a consistent first class service to their clients.
ISO 22222:2005, launched in 2006, is the only international standard for personal financial planners. ISO 22222 provides an internationally agreed benchmark for a high global standard of personal financial advice.
The service that we provide to our clients is of the upmost importance and in order to benchmark our service and internal processes against the British and International Standards of best practice the business entered into a rigorous process of assessment.
Chapters Financial Limited was originally awarded the BS 8577 certification on 06 September 2013 – only the 12th financial planning firm in the UK to have achieved this prestigious award.
Keith Churchouse confirms; 'We have worked hard over 2013 and 2014 to maintain our business edge in the service and quality of our client and enquirers proposition, whether they are individuals or businesses (SME's). This has been achieved against the backdrop of our successful expansion into an additional location, namely Woking.
We are delighted that we have been re-accredited with these certifications - I believe this reconfirms our high standards of service to our clients and enquirers. With significant change in the distribution of financial planning over recent years, our clients' and enquirers' needs remain at the core of our expanding business. This is why we are committed to a process of ongoing assessment which ensures that our processes and services are continually assessed by an independent certification body on an annual basis'.
If you have any questions with regards to the above and would like to know more about the BS 8577 or ISO:22222 certification please do not hesitate to contact the directors of Chapters Financial Limited, Keith Churchouse and Esther Dadswell, on 01483 578800.