Our Awards & Certifications

As a firm we set out to challenge the norms set by the Financial Services Industry and have proven our willingness by undertaking the assessments of a variety of certifications as well as demonstrating our strengths through the accumulation of a variety of awards. We set out challenge the low client confidence in the industry and make a difference.

The accreditations we are perhaps most proud of are the BS 8577 and the ISO 22222, earned by both individual Financial Planners at the firm, which work together to ensure the achievement of the best possible results for our clients.

The former assesses business acumen, management and strategy of the firm whilst the latter analyses the work of the individual. By working hard to achieve these accreditations, Concept has demonstrated how we are one step ahead in comparison to other firms, being the 3rd firm in the UK to gain the prestigious BS 8577, out of 24 others.

Due to the intense assessment demanded, a high level of professionalism and integrity is assumed and assured from the start. Implementing a rigorous business practice code and robust customer service model is a priority for Concept and the accreditations achieved ensure these are presumed and guaranteed.

The BS 8577 and ISO 22222 are not mandatory  and our choosing to undergo the assessment highlights our commitment to an internationally recognisable benchmark, further highlighting our tailored approach and personable business ethos.

  • ISO 22222 Personal Financial Planning Certificate
  • BS 8577: 2015 Certificate of Approval
  • FT – Financial Advisers Life and Pension Awards
    Life & Pension Firm of the Year 2014, Highly Commended
  • FT – Financial Advisers Life and Pension Awards
    Overall Life & Pensions Adviser of the Year 2013
  • FT – Financial Advisers Life and Pension Awards
    SIPP Adviser of the Year 2013
  • Money Facts – Good Advice Awards
    WINNER ‘Best Retirement Planner 2012’ [View article]
  • Money Facts – Good Advice Awards
    Highly Commended ‘Best Retirement Planner 2011’
  • Money Facts – Good Advice Awards
    Highly Commended 'Best Retirement Planner 2010'
  • FT – Financial Advisers Life and Pension Awards
    Individual Pensions / SIPP IFA of the Year 2010