Castlefield awarded CISI Chartered Firm Status

By Nathan Cameron

We are thrilled to announce that Castlefield has officially been awarded CISI Chartered Firm™ status by the Chartered Institute for Securities & Investment (CISI).

The CISI Chartered Firm™ status confirms that Castlefield is "operating at the highest levels of trustworthiness and professionalism expected from the sector" and is a demonstration of our commitment to high standards of professionalism, ethics, and competence within the financial services industry.

A Commitment to Excellence

Castlefield’s Head of People and Improvement, Ewelina Niziolek-Wilson, said: “We have always believed in the importance of providing our clients with high-quality service at Castlefield, which is built on a foundation of trust and integrity.

“Achieving CISI Chartered Firm status is a testament to this approach and demonstrates our commitment to excellence.”

To achieve Chartered status, Castlefield had to demonstrate a number of commitments and meet the strict criteria of the CISI assessment in areas such as:

  • Ethical Conduct: We are dedicated to upholding the CISI Code of Conduct, which emphasises ethical behaviour, fairness, and integrity in all our interactions with clients and colleagues.
  • Professional Expertise: Our team is comprised of highly qualified and experienced professionals who are committed to continuous learning and development. This ensures we possess the most up-to-date knowledge and skills to effectively serve our clients' needs.
  • Client Focus: We are dedicated to providing our clients with tailored attention and comprehensive financial support, in line with their values providing good outcomes.

A Continued Journey of Excellence

As a CISI Chartered Firm, Castlefield is committed to maintaining and exceeding the standards set by the CISI. We view this milestone not as an endpoint, but as a continuous journey of improvement, and we’re confident that this will further solidify our position as a sustainable investment manager and financial adviser of choice.

You can find out more information about the CISI and Chartered Firm Status at this link: www.cisi.org

If you have any questions about our CISI Chartered Firm status or how we can assist you with your financial needs, please don't hesitate to contact us.