We are proud to announce that Carbon has once again been awarded the ‘Gold Standard for Independent Financial Advice’, making 2016 the fourth year in a row it has secured the award.
Operations Director Shireen Fernie was delighted to collect the award at a celebratory drinks reception at the House of Commons, London.
Now in their 14th year, the Gold Standard Awards champion higher standards in financial services, identifying financial services companies who are going above and beyond standard business practices. They take into account a company’s capability to conduct business, as well as its standards of service, financial strength, fair value and trust, together with elements such as culture and social responsibility.
Learning of Carbon’s renewed award for 2016, managing director Gordon Wilson said:
“I’m thrilled that Carbon has achieved the Gold Standard Award again. The team has put in a tremendous amount of effort over the past year and ably rose to the challenge of meeting the very rigorous selection criteria.
“The Award now acts as an increasingly important measure for us in terms of how well we are doing as a company as a whole, and also of how well we are playing our part in building a more sustainable financial services sector in general. We are proud to be part of this venture.”
To achieve a Gold Standard Award, companies are asked to complete a detailed questionnaire designed to assess progress in five pillars – capability, service, fair value, trust and financial strength.
Commenting on this year’s entries, chair of the Judging Panel Deborah Benn said:
“A backdrop of economic uncertainty following the Brexit decision has not been easy for entrants as they focus on the impact going forward. So those entrants who have made it through the process should be congratulated on passing what has been a very stringent year in terms of judging.
“A common thread of those that have achieved Gold Standard status is the clarity of their proposition and, importantly, how processes and services are developed and adapted to fit clients’ needs rather than shoehorning clients into inflexible structures. There was also a strong sense of social responsibility present in this year’s batch of entries, which impressed the judges.”
If you would like to discuss your financial planning, pensions or investment options, please contact us with any questions by calling our head office on 0131 220 0000, or by emailing us at enquiries@carbonfinancial.co.uk, or you can also follow us on Facebook, Twitter or LinkedIn.
Progeny is independent financial planning, investment management, tax services, property, HR and legal counsel, all in one place.
Carbon Financial Partners, part of The Progeny Group, is a trading name of Carbon Financial Partners Limited which is authorised and regulated by the Financial Conduct Authority under reference 536900.
Carbon Financial Partners Limited is registered in Scotland. Company registration number SC386400. Registered Address: 61 Manor Place, Edinburgh, EH3 7EG. Carbon Financial Partners Limited is part of The Progeny Group Limited.
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