Pictured above: Helen Blackburn proudly holds the ISO 22222
Certified Financial Planner certificate recently awarded to her for
excellence in financial planning
A money expert who runs a Sutton Coldfield based wealth
management company has been awarded a major certificate recognising
her excellence in financial planning.
Helen Blackburn, managing director of Oaklands Wealth Management
Ltd, on Coleshill Street, has been awarded the esteemed ISO 22222
Certified Financial Planner certificate.
She is only the 42nd person in the United Kingdom to receive the
prestigious certificate which rubber stamps her excellence in the
field of financial planning.
Helen, who has over 20 years of experience in financial
services, was externally assessed by Standards International back
in December and recently notified about her outstanding
achievement.
She said: "I am delighted with achieving the ISO international
quality stamp of approval which recognises the high standard of
financial planning offered to our clients. I have an excellent team
around me at Oaklands Wealth Management and I couldn't have
achieved this certificate without them. Together we deliver an
efficient and personalised wealth management service that people
trust."
The ISO 22222 quality mark was established in 2005 to build
consumer trust and confidence by providing an internationally
recognised benchmark for the delivery of personal finance
services.
Following a rigorous assessment of Helen's financial planning
processes she has met the ethical behaviour, competency and
experience requirements in delivering investment and savings
advice, taxation planning, personal protection, retirement and
estate planning to the high levels demanded by this international
standard.
Helen's clients include professionals and business owners,
divorcees and non-doms.
She also advises on company pensions schemes and auto enrolment
for companies of all sizes throughout the Midlands and the UK.