Verify / Wilson Ter
Trusted Firms Global
Wilson Ter
TRUSTED ADVISER
Programme
Trusted Adviser
Associated Firm
Financial Foundations · Trusted Firms Verified
Status
active
Certified
March 2026
Expires
March 2027
Process Verification
✓Every invoiced client given the opportunity to provide feedback — drawn from the firm's billing records, including invoice amounts
✓Year-over-year coverage monitoring
✓Independent measurementClient feedback collected by Client Culture, independent of the firms certified.
✓Annual renewal required
Credential ID: TFA-2026-0012