Fortitude Financial Planning – Business All-Star Accreditation

Business All-Star Accreditation

At Fortitude Financial Planning we recently received some brilliant news.

We received Business All-Star Accreditation from the All-Ireland Business Foundation.

This accolade is the end result of a rigorous accreditation process.

A process that measures our conduct in the following areas:

  1. Trust
  2. Performance
  3. Customer centricity & experience

We are now part of an elite group of Irish businesses that hold this accreditation.

Importantly, we are one of very few financial planning and advice firms that hold this accolade.

Even fewer firms that hold both this accolade and the prestigious Certified Financial Planner™ certification.


All-Ireland Business Foundation

Deputy Chair on the Adjudication Board Kieran Ring, said in support of the announcement:

“Fortitude Financial Planning has achieved AIBF Business All-Star Accreditation 2022.

This accreditation is in recognition of the company’s outstanding contribution to quality and standards in the financial sector.

Furthermore, we wish to recognise Fortitude Financial Planning’s conduct in the areas of trust, commitment, performance & customer-centricity.

Fortitude Financial Planning is hereby included in the AIBF Register Of Irish Business Excellence.”

Managing Director of the All-Ireland Business Foundation Kapil Khanna said the accreditation, which is now held by over 500 firms, is needed by the thousands of small and medium businesses which operate to their own standards but have nothing to measure them by.

He said “We evaluate a company’s background, trustworthiness and performance.

We speak to customers, employees and vendors.

We also anonymously approach the company as a customer and report back on the experience.

The business goes through at least two interviews and then scores on every part of the process against set metrics.


Just One More Reason To Choose Us

Now, when a potential client asks us:

‘What makes you different?’

‘Why should we choose you?’

We can include in our answer:

“We have been through the assessment process of the All-Ireland Business Foundation.

As a result, we now have third-party accreditation and verification that we do what we say we do.

This is another reason to choose us as your own, and your family’s trusted advisor”.


Comments

Without a doubt, I am delighted with the recognition.

And proud!

Unquestionably, one of the main aims of Fortitude Financial Planning is to bring a high level of customer care.

A level of customer care not always afforded to clients by our industry.

Particularly when they deal with corporate companies & larger institutions.

We also have a vision of how financial advice should be provided.

Simple and jargon-free with our clients at the centre of it.

This accolade is third party verification that we have achieved this so far.

And, we will continue to provide this and strive for continuous improvement.

Finally, I would like to thank all of our clients, present and future.

Without the support of our clients, none of what we have achieved would have been possible.

We are very grateful to you for the support you give us by choosing to work with us and putting your trust in us.

We really appreciate it.

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Our blog posts are intended for information purposes only and should not be interpreted as financial advice.

You should always engage the services of a fully qualified financial planner before entering any financial contract.

To discuss engaging the services of Fortitude Financial Planning please email us at info@fortitudefp.ie.

Fortitude Financial Planning Ltd will not be held responsible for any actions taken as a result of reading these blog posts.

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