Following our own successful re-brand earlier this year, as evidenced from client, financial services industry and other professional services feedback, we are delighted to announce that from 1 February 2022 Tarvos Wealth Ltd will also be completing the transfer of the business to Craven Street Wealth.

Through stringent planning we expect this to be as seamless as possible for clients and to be reflected within all communications, platforms, portals and contact points shortly following this date. Once complete, Tarvos Wealth Ltd will be formally wound-up and cease trading.

Advisers and support team will remain at our Canterbury office premises, our Chartered Financial Planning firm status and the high level of expertise clients and other professional services will have become accustomed to will all remain the same.

Ruth Dolan, Director of Tarvos Wealth, Financial Planning Director and Head of Legal Services Relations at Craven Street Wealth is “thrilled the transition is nearing completion which is exciting for us and our collective clients. The two firms complement each other in being uniquely placed with significant experience and reputation in working alongside legal, accountancy and business professionals to provide the very best client outcomes.”

Craven Street Wealth Managing Director, Tom Barnett comments that “‘it has been a pleasure to welcome the Tarvos Wealth team in to Craven Street Wealth this year and we are excited at the opportunities that will come from our enlarged team and their increased range of skills, resources and services which the combining of the businesses will enable.”

We look forward to continuing to provide updates as we uncompromisingly strive to develop how we assist individuals, families, businesses and other professional services firms.

 

To learn more about Craven Street Wealth please visit our website HERE or contact us at on 0330 3209280, email, info@cravenstreetwealth.comor 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.

References to legislation and tax is based on our understanding of United Kingdom law and HM Revenue & Customs practice at the date of publication. These may be subject to change in the future. Tax rates and reliefs may be altered. The value of tax reliefs to the investor depends on their financial circumstances. No guarantees are given regarding the effectiveness of any arrangements entered into on the basis of these comments.

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.