Today, the first 25 firms in Citywire’s New Model Adviser’s annual Top 100 listing were released.

We are delighted of Craven Street Wealth’s inclusion in the publication that celebrates the best of the financial planning community.

The firm was recognised for its proactiveness in implementing the requirements of consumer duty. The introduction of detailed advice guides and service level agreements for most roles within the business, specifying expected timescales ensures clients will always continue to receive an exceptional service.

Using the experience and expertise in working alongside other professionals, uniquely gained through two of the foundation firms background, many of the team deliver structured development sessions to various accountants, legal professionals and business advisors to improve their financial planning knowledge and awareness of when a referral can further complement their own service.

As Craven Street Wealth looks forward to both continued acquisition and organic growth, they have appointed an experienced in-house investment manager and expanded the senior management team.

The combined scale of the group has also allowed for improved platform rates to be negotiated and passed to clients who also benefit from clear, visual and regular communications delivered in a timely manner.

Managing Director, Tom Barnett thanks the team and believes it is “testament to the effort everyone puts in” and is “sure we will have further external recognition as we work through our plans.”

The full Citywire listing can be viewed here.

To speak to leading Independent Financial Planners please contact us on  0330 320 9280, info@cravenstreeetwealth.com or complete our online enquiry form.

 

The content of this article is for information only and does not constitute formal financial advice. This material 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. Always obtain independent, professional advice for your own particular situation.

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