Following February 2024’s acquisition of the financial planning business of Punter Southall Defined Contribution Consulting Limited, trading as Punter Southall Aspire and later renamed to Craven Street Aspire, we are extremely pleased to update you on our integration plans.
Systems and operational capabilities were transferred to Craven Street Wealth on 16th September 2024 through a considered and well-planned process, involving experienced members from both Craven Street Wealth and Craven Street Aspire.
Financial Planning Directors: Hardy Halls from Bedfordshire, Paul Bennett from Dorset and Stuart Bartholemew from Oxford now join Stuart Bates and David Thornberry from London, Ruth Dolan from Kent and Kim Williams from Sussex to create three new regions in which the firm provides services to clients.
This strategic expansion creates one of the largest independent Chartered financial planning businesses in the South, with 90 members of staff, including 30 Financial Planners.
Integration allows both clients and staff to benefit from being part of the broader team in terms of support, technical expertise and over time, an enlarged proposition and platform technology – all while continuing to keep costs low through scale.
There will however remain a great deal of continuity with clients continuing to receive advice and services from their existing Financial Planner, supported by the same individuals, who can now be contacted as Craven Street Wealth – the contact details of which have been provided.
We are very pleased to welcome all clients and staff from the Bedfordshire, Dorset and Oxfordshire regions into the wider Craven Street Wealth team.
To discuss this transfer, or your own financial planning needs with one of our Financial Planners, please contact us on 0330 320 9280, email info@cravenstreetwealth.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.
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