As part of our exciting London growth plans, we are delighted to announce the acquisition of Bernard Barrett Associates Limited.
Bernard Barrett Associates have over 40 years’ experience in the financial planning industry and shared values of trust, integrity, experience and expertise to provide the highest standard of advice.
This key step forward will enable clients to benefit from a developed client experience, improved investment solutions, more competitive pricing terms with providers and suppliers, technological benefits in addition to the increased experience and expertise within Craven Street Wealth.
Upon acquisition, all staff will continue within the business, with Chartered Financial Planner, Stuart Bates joining our management team, whilst Bernard Barrett will over time phase into a relationship management capacity.
Bernard Barrett and Stuart Bates comment “It was clear from our initial discussions that CSW would be a great fit for both our clients and our staff, with welcoming and down to earth people who have a wealth of experience and expertise. What is of the utmost importance is that Craven Street Wealth upholds the same core values we always strive for, putting clients at the heart of everything, aiming for excellence and building long-term relationships based on trust and integrity. This is an exciting opportunity for everyone involved, with Craven Street Wealth presenting a forward thinking and dynamic team. We are very much looking forward to driving that success, as well as being a part of it.”
Craven Street Wealth Managing Director, Tom Barnett is “Delighted to welcome the Bernard Barrett Associates clients and team to the Craven Street Wealth group at an exciting time for our growth plans in London. From our early interactions with Bernard and Stuart I was sure that the team and their approach to client care would fit naturally into the culture at Craven Street Wealth and therefore whilst representing a change for all, I am confident the future will also hold a high level of continuity of these core values. For Bernard, who has developed the business over most of his long career in financial services, I am pleased that after much deliberation he has entrusted the business on to us and will continue to provide his support. Stuart will also be joining the management team in Craven Street Wealth and contribute his knowledge and experience directly to the continued growth of the Group”.
The group now benefits from the expertise and experience of 18 Financial Planners, 11 of which have continued their professional development in achieving Chartered Financial Planners status, in addition to a highly effective support team.
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