Seventy Financial Planning of Harrogate have been honoured by the Personal Finance Society with the receipt of the prestigious ‘Pension Transfer Gold Standard’ award.
October 1, 2019 / / —
Seventy Financial Planning of Harrogate is delighted to announce that they have been honoured with the prestigious ‘Pension Transfer Gold Standard’ award by the Personal Finance Society. This is a proud moment for the company which has worked hard to challenge people's expectations regarding financial planning and to show that financial planning has the power to improve quality of life.
Gold Standard accredited firms adopt and promote a rigorous set of standards and principles and commit to giving members of the public clear, understandable and high-quality advice. The award is designed to give customers confidence when they are dealing with a recognised firm, such as Seventy Financial Planning, as they know that the company won’t just give the minimum service required; Gold Standard firms go above and beyond for every client.
There are 9 key principles to the Gold Standard, which all accredited firms must follow.
- Helping clients understand when advice is appropriate
- Ensuring advice given supports the clients overall wellbeing in the context of their stated objectives
- Ensuring client understanding and acceptance of all charges
- Ensuring the most appropriate and updated technical skills are applied
- Transparent management of Conflicts of Interest
- Helping clients understanding the cost of transferring benefits
- Avoiding unregulated investments and introducers*
- Transparency in advice processes and outcomes
- Promoting the Consumer Guide to the Pension Transfer Gold Standard
The Gold Standard is a voluntary code of good practice and it is hoped that many more firms will adopt and promote these standards and principles. For Seventy Financial Planning of Harrogate, achieving the Gold Standard was a natural step to make and it shows their commitment to transparency and clarity for their clients through their 3 Steps to Success process. Seventy Financial Planning of Harrogate intends to continue to go above and beyond what is expected to provide outstanding service.
For more information about Seventy Financial Planning, please contact Natasha Furness on +44 (0)1423 611004, +44(0)7342 797520 on her mobile number or by email to natasha@seventyfinancialplanning.com. Please address any postal queries to The Apple Store, Haggs Business Park, Haggs Road, Follifoot, Harrogate HG3 1EQ. and check out their website https://www.seventyfinancialplanning.com/ for any further information you need.
*please visit https://www.thepfs.org/about-us/initiatives/the-pension-transfer-gold-standard/ for more information.
Contact Info:
Name: Natasha Furness
Email: Send Email
Organization: Seventy Financial Planning
Address: The Apple Store, Haggs Business Park, Haggs Road, Follifoot, Harrogate HG3 1EQ
Phone: +44 (0)1423 611004, +44(0)7342 797520
Website: https://www.seventyfinancialplanning.com/
Source:
Release ID: 88924439
