Santorini Financial Planning is the only firm in Leicestershire that is certified to BS8577 (certified since  10.05.2013), this is something we are very proud of.

BS 8577, Framework for the provision of financial advice and planning services, is the only best practice standard for financial advice and planning firms. It was developed by leading industry, consumer and professional experts along with the British Standards Institution (BSI).

The standard covers the entire operational framework of our firm, including the business-critical elements of information security, client confidentiality, business continuity, continual improvement, recruitment, training and development.

The main benefits to our clients are:

  • Recognition that our management policies and procedures are robust and embedded throughout our business, while promoting and demonstrating a client-centred culture
  • Assurance of quality and ongoing continual improvement
  • Demonstrates conformity through independent third-party certification, providing assurance that our business is organised around a robust operational management ‘best practice’ framework