Craven Street Wealth is proud to announce the continuation of our Associate Firm status with the Personal Finance Society (PFS), the professional body for the financial planning sector. This renewal reflects our continued commitment to building public trust in financial services and promoting the importance of financial wellbeing through regulated, high-quality personal finance and investment advice.

What does holding an Associate Firm status mean?

Being an Associate Firm means we are publicly aligned with the PFS and its mission to raise standards across the financial planning profession. Together, we share the goal of ensuring that clients receive advice that is ethical, transparent, and focused on their long-term wellbeing.

As an Associate Firm, our commitment is grounded in three key principles: investing in our people, upholding a clear customer charter, and supporting the advancement of our profession through meaningful contributions to society and our community. These principles form the foundation of our culture and influence everything we do for our clients.

We are proud to uphold the eight core principles of Associate Firm status, which guide our conduct and reflect our ongoing commitment to professionalism, integrity, and client care:

1. Acting in the best interests of clients, with a clear and transparent customer charter.
2. Demonstrating integrity, probity, and fairness by aligning with the PFS Code of Professional Ethics and Conduct.
3. Complying with both the spirit and the letter of financial regulation.
4. Respecting employment law in both its rules and intent.
5. Investing in our people through continuous training and professional development.
6. Promoting diversity and inclusion within our firm and in how we serve our clients.
7. Operating a clear policy of corporate social responsibility.
8. Maintaining transparent governance standards and processes.

By renewing our Associate Firm status, Craven Street Wealth reaffirms our dedication to professionalism, ethical conduct, and continuous improvement. We believe that financial advice should be trusted, transparent, and tailored to each client’s needs – and our alignment with the PFS helps us deliver on that promise.

To understand more about us as an Associate Firm, watch this short video:

 

We remain proud to stand alongside the Personal Finance Society in advancing the reputation of the financial planning profession and in helping more people achieve financial wellbeing with confidence and peace of mind.

Please contact us on 0330 3209280, email info@cravenstreetwealth.com or complete our online enquiry form  to discuss how you may benefit from financial planning advice to achieve your goals.

Craven Street Financial Planning Limited is authorised and regulated by the Financial Conduct Authority.