Local financial planning firm receives prestigious award

Lincolnshire-based financial planning firm Thompson & Richardson have recently achieved the Standards International Certification for the Provision of Financial Advice & Planning services.

The certification is a British Standard which is designed to assess and award financial planning firms who demonstrate that they have the operational framework to deliver a first class service to their clients, and the company will be the only firm in Lincolnshire to have achieved the prestigious award.

Managing Director Andy Dyson said: “I am very proud to announce that after 2 years of hard work by the Team at Thompson & Richardson Financial Planning, we have been certified BS8577 Framework for the Provision of Financial Advice and Planning Services.

“As the only Financial Planning practice in Lincolnshire to hold this certification, it demonstrates our commitment to excellence in the advice and service we provide our clients.”

“The project led by Lucy Berridge, Business Manager, involved documenting every process and procedure we follow in looking after a clients financial affairs, culminating in a two day assessment which took place earlier this month.”