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Trusted Firms Global
Credential recordTFG-2026-0012Active

Financial Foundations

Trusted Firms 2026 · Verified · Clients program

Trusted Firms – Financial Foundations

Financial Foundations holds a current Trusted Firms Global certification at Verified tier in the Clients program, assessed 11 March 2026 and valid to 11 March 2027.

Program
Clients
Tier
Verified · What this means
Status
Active
Certified
11 March 2026
Expires
11 March 2027

The assessment

Assessed 11 March 2026 on the twelve months to March 2026: 359 verified client responses, drawn from the firm's register of fee-paying clients.

359
Verified client responses
Twelve months to March 2026
9.6/ 10
Average client score
Same 359 responses
Met
Verified standard
NPS ≥ 70, ≥ 250 responses

Process verification

  • Independent measurement
  • Minimum response thresholds met
  • Client list drawn from the firm's register of fee-paying clients
  • Annual renewal required

What this credential means

It vouches for

  • Client feedback collected independently of the firm
  • A client list drawn from the firm's register of fee-paying clients, not a list assembled for the survey
  • A result that met the published standard for Verified tier

It does not

  • Rank the firm against other firms. A higher tier does not mean a better firm
  • Assess the quality of any individual piece of advice
  • Update live. It describes the twelve months to March 2026

This issuance

Credential ID TFG-2026-0012

Assessed under criteria 2025.12

This page always shows the current credential for Financial Foundations. TFG-2026-0012 is the permalink to this issuance.

How the mark may be used

The record is not live. Corrections are made in place, with the correction visible. Expired and withdrawn credentials stay on record.

Client feedback is collected by Client Culture, a related entity, independently of the firms certified. The standards are code: the assessment is computed from the verified response record and gates issuance. A credential is issued only when its assessment against the standard passes. Supervised by Greg Tilse, Managing Director. A decision can be reconsidered, then independently reviewed: clause 6.2.

Report a concern about this credentialSee the standards for how credentials are assessed.