Proposito, the Malmesbury-based financial planning firm, has attained a prestigious British Standard quality mark just weeks after gaining chartered financial planner status from the Chartered Insurance Institute.
Proposito underwent a rigorous process to achieve its BS8577, the only British Standard for financial advice and planning firms. It is just the 15th UK firm to have been awarded the quality mark. 
The firm specialises in providing bespoke financial planning services to individuals and businesses. Its latest achievement means it now has three top major accreditations – director Huw Jones attained an individual chartered status in April 2013.
Mr Jones, pictured, said: “This BS8577 process has been hugely beneficial to the way Proposito is run. As a result of the pre-assessment work, we fundamentally overhauled the leadership and operational structure of the firm.
This has been a significant project that has taken nearly 10 months to achieve and we’re naturally all delighted.”
Launched in 2012, BS8577 assesses whether a firm can consistently deliver a first-class service to its clients. A professional benchmark, to achieve it firms must comply with a framework for their operational management and employ best practice and processes.
Huw added: “The changes we have made enable us to deliver a consistent service to each and every one of our clients, and this quality and consistency of service is externally verified.
“And as well as benefitting our clients, we are a better-run business, so we’ve reduced our business risk and gained additional credibility with the Financial Conduct Authority.”
