Accreditations
We pride ourselves on our accreditations and industry recognition.
Chartered Financial Planners
We are proud holders of the prestigious Chartered status, accredited by the Chartered Insurance Institute (CII) – the industry’s ‘gold standard’ for firms of financial planners in the UK.
We are one of just 14% of UK IFA firms (as of September 2021) to hold this accreditation, which is proof of our commitment to higher standards and ethical conduct.
PFS Associate Firm
As an official Personal Finance Society (PFS) Associate Firm, we proudly demonstrate our integrity and transparency by aligning with a professional code of ethics and conduct.
PFS Associate Firms are committed to raising standards through knowledge, development and good practice sharing.
SOLLA
Ruth Dolan and Lee Hayward are full members of the Society of Later Life Advisers (SOLLA).
This qualification demonstrates a commitment to helping individuals, families and those who care for them to make informed financial decisions around later-life matters by providing the practical, technical and emotional guidance required to obtain the highest level of care possible.
FT Adviser Top 2
The Financial Times’ FT Adviser publishes its annual Top 100 financial adviser rankings as a snapshot of the best of the best.
With firms having formed Craven Street Wealth consistently being listed since 2019, we are thrilled to have been recognised within the top 2 firms in the UK for 2024.
OUR ACCREDITATIONS
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© Copyright Craven Street Wealth Limited 2024. All rights reserved. All content is for general information only and does not constitute investment, tax, legal or other forms of advice. You should not rely on this information to make, or refrain from making any decisions. Craven Street Wealth is the trading name of Craven Street Financial Planning Limited.
Craven Street Financial Planning Limited (FCA No 135202) is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No: 03852054
Craven Street Wealth Limited is a registered limited company in England and Wales No: 13077997
Registered office: 3 Gough Square, 3rd Floor, London, United Kingdom, EC4A 3DE
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