BS ISO 22222:2005

ISO 22222 is the only certification of its kind available to Financial Planners personally and we’re delighted Sanjay has achieved it.

ISO 22222 demonstrates the level that we work at with our clients. View his certificate here.

BS 8453:2011

BS 8453 sets out a professional framework for an effective compliance management system. Developed in collaboration with a group of trade associations, industry practitioners and professional bodies, BS 8453 provides a set of agreed measures that will achieve a transparent compliance culture. By implementing BS 8453, we have achieved peace of mind that the business is following best practice and can demonstrate that our compliance function is robust. View our certificate here.

BS 8577:2012

Future Planning have been officially certified with the BS8577 “Framework for the provision of financial advice and planning services” by Standards International. The BS8577 is the only British Standard for financial planning and advice businesses. It is 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. View our certificate here.

Cyber Essentials

We hold the Cyber Essentials Certificate which demonstrates that we have the appropriate measures in place to secure our IT against cyber-attack.

FEEFO

Feefo is a ratings and reviews platform that collects reliable and constructive reviews for thousands of clients worldwide.

We have an average customer rating of 5/5

UKSIF

We are members of the UK Sustainable Investment and Finance Association. This is a membership organisation for those in the finance industry committed to growing sustainable and responsible finance in the UK.

VouchedFor

VouchedFor is the UK’s leading review site for Financial Advisers, Mortgage Advisers, Solicitors and Accountants.

Members of Future Planning have appeared in VouchedFor’s ‘Guide to the UK’s top-rated financial advisers’ which is featured in The Times, every year since 2013.

Wiltshire Business Awards

We were delighted to be a finalist in the ‘Small Business of the Year’ category in the Wiltshire Business Awards 2019. This category is for small businesses (below £2m turnover) which can demonstrate strong and sustained relationships with their clients, along with effective engagement plans.