Let’s Celebrate!

We are proud to announce that we have attained the prestigious BS 8577 and ISO 22222 certification for the third year in a row!

BS 8577 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 Institute. We are the only financial planning firm in Northern Ireland to hold this certification and are amongst a handful of planners in the UK who have achieved the accolade.

Director Roger Kennedy and Senior Financial Planner Michael Kirkwood have been personally awarded ISO 22222 which is an internationally agreed benchmark for a high global standard of service. The standard covers ethical behavior, competences and experience. Roger and Michael are the only two planners in Northern Ireland to be awarded this.

Roger is also the only planner in Northern Ireland to hold a Master of Life Planning title from the Kinder Institute of Life Planning. Life Planning focuses on the human side of financial planning where we discover a client’s deepest and most profound goals through a mindfulness-based process.

We are not a traditional Financial Planning firm and pride ourselves on doing things a little bit differently to most others. Our motto, “One Life, Live it” is embraced by clients and employees alike.