ISO 22222

The ISO 22222 launched by The British Standards Institution (BSI) defines the personal financial planning process and specifies ethical behaviour, competences and experience requirements for personal financial planners and to enhance the transparency and efficiency of the process for personal financial planning. The accreditation process is the most detailed assessment of quality and service provided to the client.

The BS ISO 22222 endorsement provides clients with confidence that they benefit from the best professional standards available.

The standard raises service levels for consumers and sets a benchmark for practitioners beyond the current minimum regulatory requirements. It sets requirements for personal financial planners, codifies best practice in financial planning across the world and boosts consumer confidence.

The BS ISO 22222 plays a crucial role by providing an internationally accepted benchmark which enables consumers to identify financial planners who possess the right knowledge, skills, ethics and experience to deliver the desired level of service. We are very proud that both Phillip Rose and John Holt were some of the first advisers in the North West to gain this accreditation and have held it continuously since 2010.