Advice firm Servo Private Wealth attains CISI Chartered status

West Sussex-based business operating at ‘highest levels of professionalism’

Jenna Brown
clock • 1 min read

Servo Private Wealth (Servo PW) has achieved Chartered status from the Chartered Institute for Securities & Investment (CISI).

The West Sussex-based business, that specialises in working with business owners and their families across the UK, is now among just 20 other firms with CISI Chartered status. To attain CISI Chartered Firm status advice firms must meet rigorous eligibility requirements and operate at the "highest levels of trustworthiness and professionalism", the body said. As part of its CISI qualification process, Servo PW established comprehensive qualifications and continuing professional development (CPD) programmes for all staff. It also met the criteria that at least 50% of staff in their core...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Professional Adviser journalist wins Headlinemoney award

Professional Adviser journalist wins Headlinemoney award

Prestigious awards celebrate financial services journalism excellence

Professional Adviser
clock 18 July 2025 • 1 min read
PA Digital Working Lunch: Baillie Gifford on the compelling UK opportunity

PA Digital Working Lunch: Baillie Gifford on the compelling UK opportunity

Join PA and Baillie Gifford online next Wednesday

Professional Adviser
clock 18 July 2025 • 1 min read
'Will this return us to one-size-fits-all?': Industry divided over Reeves' Consumer Duty wholesale review

'Will this return us to one-size-fits-all?': Industry divided over Reeves' Consumer Duty wholesale review

Wholesale exemption would ‘adversely affect the Duty’s objectives’

Sahar Nazir
clock 17 July 2025 • 5 min read