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 the 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.