Craven Street Wealth are delighted to have been recognised by FT Adviser as being among the top ranked Financial Advisory firms in the UK.

The Financial Times’ FT Adviser publication annually lists the top 100 advisory firms in the country, inviting those within the top 20 to an awards ceremony where their position is revealed. The listing is compiled on Financial Clarity data from ISS Market Intelligence, a leading provider of data, analytics and insight solutions to the global financial services industry.

The awards seek to categorise firms by reference to factors that identify businesses that are growing and that signify they are providing highly valued services to their clients. These factors include asset inflows, client retention, the number of Chartered and Certified Financial Planners and the length of service of these advisers. Each firm is then scored on six different factors, the sum of which produce the ranking.

Craven Street Wealth was recognised as one of the very best financial advisers for building a business which has successfully integrated acquired firms, whilst continuing to grow organically – a reflection of the services now provided to over 3,500 valued clients by the ambitious team of 90, including 30 Financial Planners.

This year’s event held at Leonardo Royal Hotel London City was attended by Managing Director, Tom Barnett, Director & Head of Distribution, Tim Maakestad and Director & Head of Risk, Patricia Ivan who were delighted to collect the award on behalf of the team.

Tom Barnett shares “as a business we have rarely sought external recognition and since forming Craven Street Wealth in 2021, we have been fully focussed internally on developing and implementing our plans for growth and service delivery to clients. We are delighted to have been recognised by FT Adviser alongside some other excellent businesses and I was also pleased to receive the award on behalf of our exceptional team”.

You can view the FT Adviser’s Top 100 firms for 2024 here.

 

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To learn more about Craven Street Wealth and how the team may be able to assist you 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.