Matthew Walne
Matthew Walne of Santorini Financial Planning has been recognised as the 100th UK Financial Planner to achieve ISO 22222 standard.
The standard, issued by Standards International, recognises Financial Planners who reach a benchmark for high standards of financial advice.
This includes ethical behaviour, risk management, data protection, client confidentiality among others.
Mr Walne said the process was tough but that he felt proud to have achieved the standard.
He said: "I wanted to differentiate myself from most other advisers. The process was tough and it made me think about things that are in my processes that never occurred to me before. I feel like part of a special community and feel very proud to have achieved it."
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He has also been recognised as the 10th UK firm to complete BS8577 standard which complements ISO22222 and recognises the standards of the business as opposed to the standards of the individual.
He will be re-assessed every year to ensure he continues to offer an ongoing high standard to his clients.
Mr Walne is now looking to start preparations for the Level 6 Certified Financial PlannerCM certification.
Other Financial Planning firms who have received both ISO22222 and BS8577 standards are Trusted Planning in Cheshire, MFP Wealth Management in Dorset and Penguin in South Wales.
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