Advice firm Servo Private Wealth attains CISI Chartered status

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...