Accreditations

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.

The team have experience in assisting individuals, including working alongside other professionals, before, during and after divorce to achieve the best financial outcomes.

This includes Kim Williams who as a Resolution Associate voluntarily subscribes to Resolution’s Code of Practice, applying to advice to ensure a constructive approach to family issues.