The Chartered Institute for Securities & Investment (CISI) is delighted to confirm that Servo Private Wealth has achieved CISI Chartered Firm™ status.
CISI Chartered Firm™ status shows that the firm has met rigorous eligibility criteria and is operating at the highest levels of trustworthiness and professionalism.
Criteria for achieving CISI Chartered Firm™ status include that a firm should have regulatory recognition, at least 50% of staff in their core area must be individually chartered with CISI, a CISI qualifications and CPD programme should be in place and the firm’s purpose and values must align with the CISI Code of Conduct.
Servo Private Wealth has successfully established comprehensive qualifications and Continuing Professional Development (CPD) programmes to meet these standards through CISI membership.
Achieving CISI Chartered Firm™ status allows consumers to identify the firms in this exclusive group of 20 as adhering to the highest standards of professionalism, thus enhancing trust and confidence.
Based in West Sussex, Servo Private Wealth specialises in working with business owners and their families across the UK. The firm’s expert team is dedicated to guiding clients through their financial journeys with confidence and expertise.
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James Mallinson CFP™ Chartered FCSI (Financial Planning), Servo Private Wealth, CEO, right, said: “We are thrilled to have achieved CISI Chartered Firm status. This recognition underscores our commitment to being among the best in the industry and delivering the highest standards of service to our clients nationwide. We invest in our staff’s development and foster long-lasting relationships built on trust and integrity, which this achievement reinforces.”
Kevin Moore Chartered FCSI, CISI Executive Director Membership and Business Development said: “It’s a great pleasure to welcome Servo Private Wealth as a CISI Chartered Firm. This accreditation shows commitment to the highest standards of professionalism, integrity and ethics. It also demonstrates dedication to lifelong learning, Continuing Professional Development and ensuring that the consumer is ultimately central to the firm’s objectives and outcomes.”
This recognition marks a significant milestone in the firm’s commitment to professionalism and ethical standards within the financial services industry.
Those interested in finding out more about becoming a CISI Chartered Firm™ should contact charteredfirms@cisi.org