ISO 22222 Achievement

Published on Wednesday, 23 November 2011

The CII have published their list of ISO 22222 approved financial advisers and we are pleased to confirm Andrew Swallow is one of only 9 advisers qualified to this high level within the Chartered Insurance Institute (Standards International tell us there are fewer than 100 in the UK).

To get the globally recognised ISO standard each applicant is tested in the full range of the following activities:

  • Inheritance tax planning
  • Retirement planning
  • Protection
  • Investment

As BS ISO 22222 certification is subject to an annual surveillance, all holders of this award are required to ensure they continue to meet these standards on an ongoing basis.

To see all the UK ISO advisers go to the CII website.

To get a directory of the Chartered Financial Planning Firms in the UK go to the CII Directory

  • Independent Financial Advisor
  • Chartered Financial Planners
  • Swallow Financial Planning LLP is authorised and regulated by the Financial Services Authority

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